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Master Class: Retire with Purpose

Discover how to retire with purpose and confidence. In this free master class, we'll guide you through creating a personalized retirement blueprint that aligns your financial goals with your faith and values. Learn actionable steps for stewarding your resources wisely and leaving a legacy.gacy.

What You Will Learn

Q: What’s this class about?
A: It’s a practical, no-fluff masterclass designed to help pre-retirees turn their savings into a reliable retirement paycheck — even through market downturns.

Q: Who is this class for?
A: Anyone in their 50s or 60s wondering “Am I really ready to retire?” or “How can I protect what I’ve worked so hard for?”

 

Q: What will I learn?
  • How to know if you’re truly ready to retire — and what that number actually means.
  • Smart ways to reduce taxes in retirement (and why timing matters).
  • How to turn your nest egg into income that lasts as long as you do.
  • The truth about annuities, Social Security, and market risk.
  • Mistakes most retirees make in the five years before retirement — and how to avoid them.

 

Q: Why is it free?
A: Because education builds confidence. This class is about empowering you with clarity before you make life-changing financial decisions.

Mastering Your Retirement Income Strategy

Retire Ready 

The information presented here is not specific to any individual's personal circumstances. Byrd Retirement Planning  does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. 

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable- we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. 

 

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Planning by Byrd Retirement Planning are independent of each other. Insurance products and services are not offered through BWA but are offered and sold by licensed and appointed agents of Byrd Retirement Planning. 

Copyright © 2025 Byrd Retirement Planning - All Rights Reserved.

Plano, TX, USA

Plano, TX, USA

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