— EDUCATIONAL EVENTS
Conversations to
Guide You Through
the Decisions Ahead
We host educational events focused on the financial topics
that shape retirement. As laws and rules evolve,
decisions become more complex, our events provide
practical insights to help you understand them.
— EDUCATIONAL EVENTS
Conversations That Help You Navigate the
Decisions Ahead
We host educational events focused on the financial topics that shape retirement. As laws and rules evolve,
decisions become more complex, our events provide practical insights to help you understand them.
RMDs & Taxes: Retirement Planning
Live Webinar
This webinar explains how recent IRS updates may affect retirement accounts and what retirees should consider when planning withdrawals to help minimize potential RMDs to the IRs.
What we’ll cover:
Changes to RMD tables in 2026 and what that means for your retirement account
The new sets of RMD rules for 2026
Push back of RBD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Information regarding Reduction of missed RMD
penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules
Congress, Taxes, and What To Do Now:
Live Brunch Seminar
Join us for a informative brunch discussion exploring how recent tax legislation and financial changes may affect retirement planning. This small-group seminar provides an opportunity to learn about current developments and discuss strategies that may help retirees organize and protect their financial future.
What we’ll cover:
What recent tax legislation could mean for you
Opportunities that may exist while tax rates remain historically low
How economic and policy changes may impact retirement income strategies
Practical ways to better organize and help manage your retirement savings
Key planning considerations for healthcare costs, legacy goals, and long-term financial security
Common planning mistakes and how to address them
RMDs & Taxes: Retirement Planning
Live Webinar
This webinar explains how recent IRS updates may affect retirement accounts and what retirees should consider when planning withdrawals to help minimize potential RMDs to the IRs.
What we’ll cover:
Changes to RMD tables in 2026 and what that means for your retirement account
The new sets of RMD rules for 2026
Push back of RBD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Information regarding Reduction of missed RMD penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules
Congress,Taxes, and What To Do Now: Live Brunch Seminar
Join us for a informative brunch discussion exploring how recent tax legislation and financial changes may affect retirement planning. This small-group seminar provides an opportunity to learn about current developments and discuss strategies that may help retirees organize and protect their financial future.
What we’ll cover:
What recent tax legislation could mean for you
Opportunities that may exist while tax rates remain historically low
How economic and policy changes may impact retirement income strategies
Practical ways to better organize and help manage your retirement savings
Key planning considerations for healthcare costs, legacy goals, and long-term financial security
Common planning mistakes and how to address them
Frequently Asked Questions
Is there a cost to attend?
No. Our educational events are offered at no cost. However, our in-person seminars have limited seating and require advance registration.
Do I need to bring anything?
No preparation is necessary. Simply come ready to learn and to ask questions during the event so the discussion can address topics that are most relevant to the group.
Are these events sales presentations?
No. These sessions are designed to be educational discussions focused on helping attendees better understand important financial topics that may affect retirement planning.
How do I register for an event?
Each event includes a “Register” or “Reserve Your Seat” button. Clicking the button will take you to a page with full event details, where you can complete a short form to confirm your registration..
Will more events be scheduled in the future?
Yes. We host educational seminars and webinars throughout the year covering a variety of retirement planning topics.
Frequently Asked Questions
Is there a cost to attend?
No. Our educational events are offered at no cost. However, our in-person seminars have limited seating and require advance registration.
Do I need to bring anything?
No preparation is necessary. Simply come ready to learn and to ask questions during the event so the discussion can address topics that are most relevant to the group.
Are these events sales presentations?
No. These sessions are designed to be educational discussions focused on helping attendees better understand important financial topics that may affect retirement planning.
How do I register for an event?
Each event includes a “Register” or “Reserve Your Seat” button. Clicking the button will take you to a page with full event details, where you can complete a short form to confirm your registration..
Will more events be scheduled in the future?
Yes. We host educational seminars and webinars throughout the year covering a variety of retirement planning topics.
Disclosure: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, consulting, and education services are offered through Vantage Financial Group LLC, which is separate and unaffiliated from Simplicity Wealth.
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