Decumulation & Roth Conversion Workshop

      Understanding retirement income risks and how to manage them

Explore Workshops and Conversations Designed to Strengthen Your Retirement, Business, and Family Planning

Why Attend

At Living & Legacy Business Solutions, our workshops are designed to give you practical insights and clarity on retirement planning without any sales pressure. This workshop focuses on helping you understand the key risks that can impact your retirement income and how to manage them effectively.

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What You’ll Learn

Participants will leave the session with a clear understanding of seven key risks to retirement income, including:

  • Tax exposure and strategies to reduce it

  • Market volatility and its impact on withdrawals

  • Longevity risk and planning for long-term income

The session also explores Roth conversion planning and other practical strategies to help create more reliable retirement income.

Educational in nature. Focused on clarity, not selling.

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How It Works

  • Interactive online session via Zoom

  • Small group discussion for questions and clarity

  • No products, presentations, or sales

  • Focused on actionable insights you can implement immediately

Next Steps

Reserve your spot today: Register Here

Want to see where your retirement and business plan stands? Start with our Retirement & Business Risk Assessment for a quick, 10-minute review of strengths, exposures, and decisions that deserve attention.

Take the assessment using the button at the top of this page.