The Retirement Social | Hosted by TruAdvisors

The Retirement Social

A more thoughtful conversation around retirement planning.

Join us for The Retirement Social — a private, small-group roundtable designed for individuals approaching or in retirement who want greater clarity around managing portfolio risk, protecting wealth, and navigating retirement with confidence.

This is not a traditional seminar or presentation.

Over craft cocktails and curated hors d’oeuvres, we’ll host a guided conversation around one of the most important questions in retirement planning.

This discussion is designed for individuals approaching or in retirement with established portfolios and more complex planning needs.

Seating is limited to maintain the quality of conversation.

Topics we’ll explore together include:

• How portfolio risk changes once income stops
• The impact of market downturns during retirement
• Managing sequence of returns risk
• Balancing growth, protection, and retirement income needs
• Coordinating portfolio strategy with taxes, withdrawals, and long-term goals

• A relaxed, upscale environment designed for conversation
• A collaborative roundtable discussion—not a lecture
• Craft cocktails and curated hors d’oeuvres
• Practical insights and perspectives you can apply immediately

Event Details

📍 3030 N Rocky Point Dr. W, Suite 280
Tampa, FL 33607

📅 May 27, 2026
⏰ 6:00 PM

Important Notes This event is educational in nature. No specific investments or products will be promoted during the workshop.

Disclosure TruAdvisors provides this workshop for informational purposes only. The material presented is not intended as individualized financial, tax, or legal advice. Attendees should consult with appropriate professionals regarding their specific situation.

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Host or Publisher TruAdvisors