Retirement Red Zone: Protect Your 401(k) & Pension Before You Retire

Retiring in 5–10 years? Learn the costly Red Zone mistakes — and how to make 30+ years of savings pay you for life. Free workshop.
About this Event

A hallway conversation almost reshaped one man's retirement.

He was an engineer — 35 years of work, a 401(k) built over an entire career, planning to retire in 4 to 5 years. A well-meaning friend in HR gave him advice that could have turned into a surprise tax bill in his very first year of retirement.

He's not unusual. Most people entering retirement are making their biggest financial decisions based on advice from the loudest voice nearby — a coworker, a social media video, a brother-in-law who "did well in the market."

This free workshop is for people who want a real evaluation instead.

You'll walk away understanding:

• The "Retirement Red Zone" — why the 5 years before and after retirement are when a market drop does the most permanent damage
• The Hidden Gap — the difference between what your pension or 401(k) will actually pay and what retirement actually costs
• The little-known option available at age 59½ that most employees (and most HR departments) have never heard of
• How to tell the difference between real financial guidance and confident-sounding proximity advice
• 5 questions to ask before taking retirement advice from anyone

Who this is for:
Teachers, nurses, first responders, engineers, and any professional within 5–10 years of retirement with a 401(k), 403(b), 457(b), or pension. Whether you're public-sector or private, the Red Zone rules are the same.

What this is NOT:
No products sold from the stage. No pressure. This is an educational workshop — you'll leave with a framework and a free take-home guide, not a sales pitch.