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Will You Run Out of Your Retirement Money?
Free workshop helps build a retirement income plan that gives you clarity so you know what you can spend without fear of running out, even if you live to 95 or longer.
Workshop Info
When: Sept 23rd & Sept 25th, 2025
Where: Texas A&M Health Science Center
3950 N A.W. Grimes Blvd, Round Rock, TX 78665 (ROOM #S306)
Spots Remaining: 20 left
You've created a large nest egg for your retirement but as you've gotten closer you've started to feel out of control and uncertain about the future. This workshop will help you get control of your retirement income, add clarity for when markets collapse so that you can have confidence to enjoy the rest of your retirement, free of unnecessary worry.
THIS WORKSHOP WILL COVER:
- Why “one-size-fits-all” investing fails and how to maximize returns tailored to your comfort zone - You shouldn’t be taking more risk than necessary. Let’s review whether your current investments are really working for you, not just with the market. We'll consider the risk, return, fees, investment and future tax liability.
- The strategies to enjoying steady income without fear of the next big crash - We’ll build a retirement income plan that gives you clarity — so you know what you can spend without fear of running out, even if you live to 95 or longer.
- The smartest strategies to pass on your wealth without wasting time, taxes, or legal headaches - we'll align clear estate strategies - For example: Do you need a will or trust? Do you have clear beneficiaries?
- Creating the balance most retirees miss: enjoying life today while still providing for tomorrow -Build into retirement strategy defensive strategies to preserve assets. Reduce tax burden, investment downside protection, use trusts, long-term planning as wealth retention tools
- Learning to protect yourself so that healthcare & medical emergencies don't derail your retirement plans
- Learn strategies that help you sleep at night even during potential market chaos similar to 2008 and 2020
- The overlooked retirement risk bigger than market crashes and how to protect yourself from it - avoids paying unnecessary taxes when converting your retirement accounts to more efficient ones
Meet The Financial Expert
Rich Brady is a Senior Wealth Strategist at Vital Retirement, where he works with individuals and families to develop customized financial strategies that build income, protect assets, and support long- term retirement goals. With over 30 years of leadership experience in finance, operations, and international business—including executive roles at Intel and SunPower—Rich brings seasoned insight to every client conversation. A former college football player and ultra-marathon runner, Rich is known for his disciplined approach, clear communication, and dedication to serving others. He and his wife Dawnelle have five children, eight grandchildren, and enjoy traveling, hiking, and exploring new Texas Hill Country BBQ joints.
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