What You'll Discover in This Workshop

• The $350,000 Social Security mistake — why most couples claim too early and how to avoid it
• Your tax arbitrage window — how to save $180,000+ in lifetime taxes using strategic Roth conversions before RMDs hit
• The coordination strategy — unlock an extra $16,400 per year by timing spousal benefits correctly
• Your year-by-year action plan — what to do each year from now until 70 to maximize every dollar

Why This Workshop Matters

The 5 years before retirement are your most critical planning window. The decisions you make about Social Security timing, tax strategy, and Roth conversions will impact every single day of your 30+ year retirement.

The difference between optimal and suboptimal strategies? Over $500,000.

Most people rely on the Social Security Administration for guidance—but the SSA provides information, not optimization. They won't tell you about the spousal coordination strategy that adds $350,000 in lifetime benefits, or the Roth conversion window that saves $180,000 in taxes.

Darryl brings over 22 years of experience helping people just like you navigate this crucial period. As a Retirement Income Certified Professional® (RICP®), he specializes in turning these final working years into your biggest financial advantage.

This isn't theory. These are real strategies that produce real results.

Space is limited to ensure personalized attention. Reserve your seat today.