The 5 Pillars of Retirement Live Workshop
Free Retirement Workshops in St. Louis Metropolitan Area to Help You Retire With Confidence, Clarity, and Peace of Mind
You’ve Worked Hard Your Whole Life. Now What?
For many, retirement doesn’t feel like the reward it’s supposed to be.
You’ve saved, sacrificed, and supported everyone else—but now, as retirement approaches, the questions start piling up:
What happens if taxes or healthcare costs go up?
Will I have enough money to last the rest of my lifetime?
Am I doing the right things with what I’ve built?
Will I leave behind peace—or confusion—for my family?
You’re not alone. And there is a better way.
Choose Your Workshop Date
June 5th
University of Missouri-St. Louis
Time: 6PM – 8PM
Location: Millennium Student Center
Capacity: 50 guests
June 10th
Jefferson College (Hillsboro)
Time: 6PM – 8PM
Location: Viking Room
Capacity: 50 guests
This workshop is best suited for individuals with $250,000 or more in investable assets—including 401(k)s, IRAs, savings, brokerage accounts, annuities, or other retirement funds..
Introducing: The 5 Pillars of Retirement
This free, in-person workshop walks you through a practical system that covers the most critical areas of retirement planning.
It’s built to help you feel clear, calm, and in control—no matter what the market does.
We’ll cover how to align every area of your financial life around these five pillars:
Taxes – Minimize taxes on retirement income
Investments – Balance growth and protection
Income – Create reliable monthly income that lasts
Healthcare – Plan for costs and protect your future
Legacy – Make sure what you’ve built ends in peace, not confusion
Why I Teach This
I remember sitting on the porch with my grandmother after she came home from working another late shift.
Her feet were swollen. Her body was tired.
But she still smiled and told me,
“Be strong, son. Do what you say you’re going to do. No matter what life throws your way, do it with a smile, because life is a blessing.”
She was doing everything alone after my grandfather passed away suddenly —with no plan, no support, no guidance.
That’s why I do this work.
Because I’ve seen what happens to families when there’s no structure, and I’ve seen the peace that comes when there is.
Over the past 15+ years, I’ve helped families across the country protect their futures and build retirement strategies they can actually count on.
This workshop is one way I give back—by sharing what I’ve learned so you don’t have to figure it out alone.
What You’ll Learn in This Free Workshop
We’ll explore real strategies, real examples, and real-life solutions to help you:
Reduce or potentially eliminate taxes in retirement
Avoid common investing mistakes that drain savings
Create an income that you can’t outlive
Prepare for healthcare costs and long-term care
Protect your legacy and avoid unnecessary stress
A chance to ask questions and get real answers
Providing The Simplest Solution For The Most Complex Problem
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