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8:00AM - 9:00AM
REGISTRATION
COFFEE & PASTRIES
9:00AM - 9:10AM
OPENING REMARKS
GUEST HOST:
JOE WILSON
9:10AM - 9:40AM
S-SHELTER YOUR MONEY
Learn how to protect your retirement savings from market volatility, inflation, and unexpected risks. We'll explore how to structure your assets to reduce exposure while still supporting your lifestyle goals.
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PRESENTER:
ANGELA WINSTEAD
9:40AM - 10:30AM
I- INCOME GENERATION
PRESENTER:
SCOTT WINSTEAD
9:40AM - 10:30AM
I- INCOME GENERATION
Income is the foundation of a successful retirement. This session focuses on how to build reliable, sustainable income streams from your savings—so you can spend confidently without fear of running out.
PRESENTER:
SCOTT WINSTEAD
9:40AM - 10:30AM
I- INCOME GENERATION
PRESENTER:
SCOTT WINSTEAD
10:30AM - 11:00AM
M – MEDICARE & LONGTERM CARE
Navigating Medicare and preparing for future care needs doesn’t have to be overwhelming. We'll cover what to consider when enrolling in Medicare, supplement options, and how to prepare for long-term care costs without draining your savings.
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PRESENTER:
BYRON JIMMERSON
PRESENTER:
NICKOLAS BORTELLS
11:00AM - 11:30AM
P- PROTECT YOUR LEGACY
Estate planning isn’t just about wealth—it’s about protecting the people you love. Learn how to avoid probate, keep your plans private, ensure beneficiaries are in order, and leave a legacy that reflects your values.
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PRESENTER:
JOSEPH TUREK
11:30AM - 12:00PM
SNACK BREAK
12:00PM - 1:00PM
L- LESS TO THE IRS
Retirement doesn’t mean your tax bill disappears. This powerful session shows how to reduce taxes on Social Security, required minimum distributions (RMDs), and other retirement income—legally and efficiently—so you keep more of what you’ve earned.
PRESENTER:
SCOTT WINSTEAD
1:00PM - 1:20PM
Y- YEARLY STRATEGY VISIT
Life changes. The market changes. Tax laws change. This session explains why your retirement plan needs regular check-ins and strategic updates to stay aligned with your goals and ahead of potential curveballs.
PRESENTER:
ANGELA WINSTEAD
1:20PM - 2:30PM
REVIEW & CLOSING REMARKS
GUEST HOST:
JOE WILSON
AGENDA
SATURDAY, SEPTEMBER 6TH
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