Retiring in next 5–10 years? Wine & Wealth: Understand Retirement Income
About this Event
Retiring in next 5–10 years?
Join us in person for Wine & Wealth: Understand Retirement Income — a laid-back event where you can sip some wine and get the lowdown on making your retirement funds work for you. Perfect for anyone thinking about kicking off that next life chapter soon.
Join us at Total Wine & More in Plantation, FL for an educational wine‑tasting workshop on retirement income and taxes designed specifically for Broward County pre‑retirees and recent retirees.
This in‑person event is ideal for couples and individuals ages 55–70 who want a clearer, jargon‑free understanding of how Social Security, 401(k)s, IRAs, pensions, and taxable accounts all fit together in retirement.
You’ll enjoy a guided tasting while learning how different retirement income decisions can affect what you keep after taxes.
During this retirement planning workshop, we’ll walk through how required minimum distributions (RMDs), Social Security claiming strategies, and withdrawals from traditional IRAs, Roth IRAs, and employer plans impact your tax bill. We’ll explain how federal income tax brackets, Medicare surcharges, and the taxation of Social Security benefits can interact in ways that surprise many retirees, especially high‑earning households common in west‑central Broward (Plantation and Sunrise area).
You’ll come away with a much better understanding of how your nest egg could be taxed over time.
Many people approaching retirement in Plantation, Sunrise, Davie, and the surrounding Broward County suburbs have significant balances in 401(k), 403(b), and traditional IRA accounts but no written distribution strategy.
This workshop focuses on turning savings into a sustainable, tax‑aware retirement income plan rather than just “hoping it works out.” We’ll cover real‑world scenarios that local retirees face, such as coordinating spousal benefits, planning around future RMDs, and understanding how withdrawals may affect Medicare premiums and overall lifestyle.
This event is purely educational and product‑neutral, with no obligation and no high‑pressure sales pitch.
Our goal is to provide clear retirement education in a relaxed wine‑tasting environment, so you can ask questions specific to your situation and feel more confident discussing retirement income, taxes, and investment risks with your family and advisors.
You’ll learn key questions to ask any financial professional you work with, and how to evaluate whether your current plan adequately addresses longevity risk, inflation, and tax exposure in retirement.
Located at Total Wine & More, 801 S University Dr, Plantation, FL 33324, this retirement workshop is convenient for residents of nearby ZIP codes 33324, 33322, 33317, and 33351. If you live in or near Plantation, Sunrise, Davie, or west‑central Broward and are searching for “retirement planning near me,” “retirement tax workshop Plantation,” or “Social Security seminar Broward County,” this event is designed with you in mind. Seating is limited to keep the experience interactive, so early registration is recommended.
Whether you’re five to ten years from retirement or already retired and worried about outliving your savings, this wine‑tasting event will help you better understand the moving parts of retirement income planning, tax‑efficient withdrawals, and Social Security timing. You’ll discover common mistakes many retirees make—such as haphazard withdrawals, ignoring tax brackets, or delaying planning until after retirement—and how a more deliberate strategy can provide greater clarity and control over your financial future.
If you’ve been looking for a retirement seminar in Plantation that combines a relaxed, social atmosphere with high‑quality financial education, this Total Wine retirement income and tax workshop is an excellent fit. Reserve your seat today to enjoy good wine, meet other local pre‑retirees, and gain practical insights you can use to talk with your spouse, CPA, or financial advisor about building a more intentional retirement income strategy tailored to your goals.
Agenda
🕑: 07:00 AM
Intro - Wine Tasting
🕑: 07:30 AM - 08:15 AM
Retire Well Workshop
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
