Thursday, August 21st at 12:00 PM and 6:30 PM
Let's Retire Better
Join Lake Norman's #1 Source for Retirement Focused
Strategy and Education
Retirement Ready: 3 Keys to Unlocking the Retirement You Deserve
If you’re within 10 years of retirement and want to feel confident that you’re financially secure and ready to thrive in life beyond work, this hands-on workshop is for you.
Seats are intentionally limited to 15 per workshop - secure your seat today!
Ready to retire better?
You’ve worked hard for this moment. let’s make it count.
What You’ll Gain:
Clarify your retirement vision
Quantify your retirement goals
Evaluate your resources and identify potential planning gaps
You’ll Leave With Answers to Retirees' Most Important Questions:
What does my ideal retirement look like?
What will it cost, and am I on track?
Do I have a clear plan to afford the life I want?
What You’ll Learn:
Our 3-Part Framework for Achieving Retirement Clarity
Vision & Values
Crystallize where you want to go and what matters most along the way.
Personal Benchmarks
Translate your values into measurable financial targets.
Assessment
Take a complete inventory of your financial resources, income sources (like Social Security or pensions), human capital (work intentions), and non-portfolio assets, and identify any gaps.
These steps Establish the foundation of our SMART Retirement Blueprint®, built to help you plan wisely and retire confidently.
This Workshop is Perfect For...
Professionals ages 50–65 planning to retire in the next 5–10 years
Couples looking to align their vision for retirement
Recent retirees who want to sharpen their planning approach to ensure the best retirement possible
Anyone seeking more clarity, confidence, and control over their financial future
Not Your Average Dinner Workshop...
Live, engaging session with a group of your peers in a comfortable classroom setting
Breakout discussions for deeper insights
Q&A with a fiduciary advisor with over 20 years of experience helping people just like you retire better
No sales pitch—just dedicated time to roll up our sleeves so you can make meaningful progress toward the retirement you deserve
Strategies Designed From Leading Academic Research
Meet Your Presenter
Jason Rindskopf
WMCP®, RICP®, Investment Advisor
Founder of Two Waters Wealth Management
Jason Rindskopf, WMCP®, RICP®, is the founder of Two Waters Wealth Management, author of "Survive the Crash", and creator of the SMART Retirement Blueprint®, a personalized planning process designed to protect your lifestyle, safeguard your loved ones, and preserve your independence.
With over 20 years in retirement planning, Jason’s approach goes beyond numbers, connecting financial strategy to the health, relationships, and purpose that define a fulfilling retirement. His mission is simple: help you retire better, with clarity, confidence, and a plan that’s truly your own.
Bonus for Attendees
As a thank you for joining us, every participant will receive a copy of our Retirement Clarity Workbook, which we'll use during the session to help you organize your thoughts, define your benchmarks, and track your next steps, in addition to a complimentary copy of Jason’s book, “Survive the Crash”.
Location and Event Details
Retirement Ready: 3 Keys to Unlocking the Retirement You Deserve
Thursday, August 21st
12:00 PM Afternoon Session
6:30 PM Evening Session
FAQ's
Do I need to bring anything?
Just yourself! All materials will be provided.
Can I bring my spouse or partner?
Of course, and we encourage it!
Can I invite a friend?
Yes, please let us know how many guests you’d like to bring so we can be sure to reserve your seats.
Is this a sales seminar?
No. This is a strategy focused workshop - no product pitch.
Will I have the opportunity to visit one-on-one after the workshop?
Yes, at the conclusion of the workshop, you’ll have the opportunity to take advantage of a complimentary “Class-Extension” where we can visit one-on-one to discuss your situation further.
Will food be provided?
This is not a dinner event, but light snacks and refreshments will be provided.
Your path to a more confident retirement starts here.
Contact Us
Call us at: (704) 275-2500
Email us at: [email protected]
Huntersville Office:
9820 Northcross Center Ct.
Suite 72
Huntersville, NC 28078
Hickory Office:
1333 2nd St NE
Suite 304B
Hickory, NC 28601
Virtual: We serve client families across the US
© 2025 Two Waters Wealth Management.
Investment advisory services offered by Signal Advisors Wealth, LLC ("Signal Wealth"), an SEC Registered Investment Adviser.
Two Waters Wealth Management and Signal Wealth are not affiliated companies. Licensed Insurance Professional. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or protect against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Past performance may not be used to predict or project future results.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
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