Next Workshop Sessions: Tuesday & Thursday at 6:00PM PST
How To Potentially Turn Your $1.5 Million+ Nest Egg Into a Paycheck You Can't Outlive, Even If the Market Drops in Your First Five Years of Retirement
The "Retirement Income Blueprint" to help keep six figures plus of your savings from taxes and create reliable income for life.
What You're Going To Learn In This Workshop:
The Retirement Paycheck
Why two people can retire with the same $2 million and the same average return, yet one runs out and the other is comfortable for life, and the written income plan that makes a market drop in your first five years something you ride out, not something that rewrites your retirement.
The Tax Mitigation Roadmap
The withdrawal order, the Roth-conversion window before RMDs hit at 73, and how to sidestep the Medicare surcharges (IRMAA) that quietly raise your costs, to potentially keep six figures more over your retirement.
The Protection
Plan
How to plan for the three threats that never show up on your statement – the cost of long-term care, an estate plan that no longer fits today's rules, and a spouse left without a roadmap, the part almost nobody plans for.
MEET YOUR PRESENTER:
Hello, I'm Brent Hanson
Hi, I'm Brent. My focus is retirement planning – from growing and protecting wealth, to implementing tax-efficient retirement income distribution strategies. I hold the CERTIFIED FINANCIAL PLANNER (CFP®) designation from the CFP Board. In addition, I earned the certificate in Professional Financial Planning from the University of California, Santa Barbara. I am also a nationally recognized financial educator, author, and speaker, featured in Yahoo Finance, MarketWatch, Seeking Alpha, Morningstar, and Merrill Edge.
My professional passion is witnessing people's lives empowered by a solid financial plan for retirement – some literally transforming from anxiety to confidence about their future. It's gratifying, and it's why I do what I do.
So, when I'm not helping clients, I enjoy travel, theatre, and painting, and I use my professional experience and education helping people like you to plan and enjoy their retirement with confidence.
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certificate in Professional Financial Planning, UC Santa Barbara
- FINRA Series 7, Series 63 & 65
- California Life Insurance License #0685991
- CRD# 1832012 · Osaic Wealth, Inc., Member FINRA/SIPC
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© 2026 Financial Life Plans - All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax advice. Please consult one of our legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Certain insurance products offered under Brent Hanson's individual CA life insurance license #0685991.
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