Free Retirement Planning Workshop · Huntersville, NC
5 Decisions.
A Million-Dollar Difference.
Most people approaching retirement are making five decisions that will collectively determine whether their money lasts — and most are making them without a clear framework. This free 90-minute workshop changes that.
What you'll leave with:
- A clear framework for each of the five decisions
- The numbers behind Social Security timing and the Roth window
- A printed Decision Scorecard to assess your own situation
- A next step if you want to go deeper
Reserve Your Seat
No cost. No obligation. No sales pitch.
The Agenda
Five Decisions. One Evening.
Each decision is a real planning choice with real financial consequences. We'll walk through the math, the tradeoffs, and the framework for making each one well.
When to Claim Social Security
The difference between claiming at 62 vs. 70 can exceed $100,000 in lifetime benefits. We'll show you the right framework — one that accounts for your income gap, your health, and your spouse.
How to Bridge to Medicare
Healthcare before age 65 is one of the most expensive gaps in retirement planning. We'll walk through every coverage option and what each one actually costs.
How to Organize Your Assets
Most people have their money in the wrong places. We'll cover the Fiscal House framework — how to structure your assets so they work together instead of against each other.
How to Protect What You've Built
Sequence-of-returns risk, longevity risk, and healthcare costs are the three forces most likely to derail a retirement plan. We'll show you how to address each one.
How to Keep More of What You've Earned
The Roth conversion window — the years between retirement and RMDs — is one of the most valuable planning opportunities most people never use. We'll show you exactly how it works.
Your Advisor
Jason Rindskopf, WMCP® RICP®
Jason is the founder of Two Waters Wealth Management and the author of Survive the Crash. He specializes in helping professionals and couples in the 5–10 years before retirement build plans that are built around their life — not just their portfolio.
His SMART Retirement Blueprint® framework covers the six pillars of a complete retirement plan: income, risk, tax, healthcare, legacy, and vision. The five decisions in this workshop are the highest-leverage points in that framework.
From Past Attendees
What People Are Saying
"I've been to a lot of these events. This was the first one where I actually left knowing what I need to do — not just what I should be worried about."
Workshop Attendee
Retired, Lake Norman area
"The Social Security section alone was worth the evening. I had no idea how much the timing decision actually mattered."
Workshop Attendee
62, Huntersville
"Jason has a way of making complex topics feel manageable. We left feeling like we actually had a plan."
Workshop Attendees
Couple, 5 years from retirement
Seats Are Limited
We keep this event small so there's room for real questions and genuine conversation. Reserve your seat now to hold your spot.
No cost. No obligation. No sales pitch.
Two Waters Wealth Management · 9820 Northcross Center Ct., Suite 72, Huntersville, NC 28078 · twowaterswealth.com
Two Waters Wealth Management is a registered investment adviser. This event is for educational purposes only and does not constitute investment, tax, or legal advice. Registration for this event does not create a client relationship.