LIVE VIRTUAL EVENT
You’ve Saved Enough… Now What? The Retirement Plan No One Taught You
LIVE Class
You spent decades building your retirement savings. But retirement isn't just about how much you've accumulated, it's about creating a plan for income, taxes, healthcare, market uncertainty, and the life you want to live.
Join Mike Milligan, Founder of 1.oak Financial, for a free educational webinar designed to help you understand what comes next.
Online
Saturday, July 11th @ 12:00 PM
Who This Webinar Is For:
You're within 10 years of retirement
You've accumulated retirement savings but aren't sure how to turn it into income
You're concerned about taxes in retirement
You wonder if your investments are aligned with your retirement goals
You want more than a generic financial plan
You want a retirement strategy built around your life
Learn From a Trusted Expert
Mike Milligan, CFP®
Founder, 1.oak Financial
Mike believes every person is one of a kind and deserves a one-of-a-kind financial plan. Through years of helping individuals and families prepare for retirement, he has seen firsthand that accumulating assets is only one piece of the retirement puzzle.
His mission is to help people coordinate taxes, income, investments, long-term care, and legacy planning into a retirement strategy built around their unique goals and life story.
During This Webinar You'll Learn:
Why Saving Is Not the Same as Planning
Most people learn how to save. Few people learn how to coordinate retirement income, taxes, investments, healthcare, and legacy planning.
The Hidden Risks Fcaing Today's Retirees
Discover why inflation, taxes, and outdated retirement assumptions can quietly derail a retirement strategy.
The Retirement CHI Framework
Learn how Community, Health, and Impact influence retirement satisfaction and decision-making.
The Five Pillars of The One of a Kind Financial Plan
Tax Planning
Retirement Income Planning
Investment Planning
Long-Term Care Planning
Legacy Planning
How to Identify Potenial Blind Spots
Understand the areas many retirees overlook until it's too late.
Register Now
You’ve Saved Enough… Now What? The Retirement Plan No One Taught You starts here!
When to take Social Security
How to create retirement income
How taxes impact retirement
How to prepare for long-term care needs
How to leave a meaningful legacy
Reserve Your FREE Seat
Join us to learn how to build your One of a Kind Financial Plan™
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