The 0% Tax Bracket Retirement Intensive — Half-Day Planning Workshop
About this Event
You don't have a plan. You have accounts.
A pension portal here. A TSP or an old 401(k) there. A Social Security estimate in a drawer. A trust nobody has touched in years. Every piece sitting by itself, and no one holding the whole picture. That is the gap most people carry into retirement, and it is fixable.
The Intensive is four hours in a small room, ten households and no more, where you close that gap on paper with Bobby Renner, Family CFO and president of Renner Financial Group, LLC, working the room with you. You don't watch a presentation. You build.
Who this is for
Retirees, and people within about ten years of retirement, in Maryland, DC and Northern Virginia: a pension, a TSP, a 401(k) or IRA balances, Social Security ahead of you or already in payment, and the feeling that nobody is coordinating the pieces. Federal employees and retirees will find the room speaks their language (FERS, TSP, survivor benefits); it is not limited to them. A household ticket covers two people, so bring your spouse or partner.
What you leave with, in writing, in your own handwriting
- Your Retirement Scorecard: exposure, taxes, filings and income, scored honestly.
- Your Money Map: every account, custodian, tax type (pre-tax, Roth, taxable) and beneficiary on one page.
- Your guaranteed monthly number: Social Security, pension and any other guaranteed income, next to what you actually need each month.
- Your RMD year and your Headroom Test: how much room your tax bracket has this year, so you can decide whether a 2026 Roth conversion deserves a closer look before December 31.
- Your beneficiary audit: IRAs, Roth IRAs, TOD and POD designations, checked against what you actually want.
- Your 90-Day Retirement Alignment Plan: Decode, Design, Activate, in order, with the next thing you do on Monday.
How the afternoon runs
10:30 Doors open, coffee.
11:00 The three problems: volatility exposure, tax blind spots, no coordination.
11:30 Decode: your Retirement Scorecard and Money Map (working block).
12:30 Working lunch, included.
1:00 Design: your guaranteed income number, Headroom Test, RMD year and beneficiary audit.
2:00 Activate: your 90-day plan on one page, and the two paths for every item on it: do it yourself, or do it with us.
2:30 Questions, and private next-step conversations for anyone who wants one.
3:00 Close.
What to bring
Your most recent tax return. The latest statement for every retirement and investment account. Your Social Security statement from ssa.gov (instructions come with your ticket). Any pension estimate. A rough list of monthly expenses. If you have a will or trust, the summary page. Bring whoever carries your money story with you: spouse, partner, sibling or adult child. Family means whoever you say it means.
Your investment
Early-bird household seat: $497, through Saturday, October 24. Household seat: $697. VIP household seat: $1,497, which adds a private 60-minute Strategy Session with Bobby within 30 days of the event, a written, executable plan for your single biggest decision, and 60 days of email support. A household seat covers two people from the same household.
Every ticket, including VIP, is credited in full toward the 0% Tax Bracket Retirement System, our 12-month advisory partnership ($5,000 for the first year), if you enroll by December 7, 2026. Attend first. Decide afterward.
Your host
Bobby Renner is a Family CFO and president of Renner Financial Group, LLC, a registered investment adviser in Elkridge, Maryland, with clients nationwide. He works with families on protection-first, tax-efficient retirement structure: one flat fee, never a percentage of your accounts, and every decision stays yours. Control · Clarity · Freedom.
Refunds
Full refund up to 7 days before the event. Inside 7 days, transfer your seat to another household or apply the full amount to a future Renner Financial Group event or engagement. If the room has fewer than three households on October 24, the session moves online at the same date and time; you may keep your seat online or take a full refund.
Important disclosures
Renner Financial Group, LLC is a registered investment adviser; registration does not imply a certain level of skill or training. "0% Tax Bracket" describes a planning goal, not a guaranteed result. This workshop is educational: the worksheets you complete are your own, and individualized advice is provided only under a signed advisory agreement. Tax outcomes depend on your circumstances and current law. All investing involves risk, including loss of principal. Nothing in this event is a recommendation to buy or sell any security or insurance product. Estate documents are prepared by licensed attorneys; Renner Financial Group does not provide legal advice.
Agenda
🕑: 10:30 AM - 11:00 AM
Doors and coffee
Info: Check in, pick up your workbook, settle in.
🕑: 11:00 AM - 11:30 AM
The three problems
Info: Volatility exposure, tax blind spots, no coordination, and why each one is fixable.
🕑: 11:30 AM - 12:30 PM
Decode
Info: Build your Retirement Scorecard and your Money Map.
🕑: 12:30 PM - 01:00 PM
Working lunch
Info: Lunch is included; keep building if you want.
🕑: 01:00 PM - 02:00 PM
Design
Info: Your guaranteed monthly number, Headroom Test, RMD year and beneficiary audit.
🕑: 02:00 PM - 02:30 PM
Activate
Info: Your 90-Day Retirement Alignment Plan on one page, and the two paths for every item on it.
🕑: 02:30 PM - 03:00 PM
Questions and next steps
Info: Open questions, then private next-step conversations for anyone who wants one.
Where is it happening?
Event Location & Nearby Stays:
USD 497.00 to USD 1497.00
