A No-Cost Event in Pompano Beach
Estate Planning Made Simple
Wills, Trusts & Time-Tested Retirement Strategies to Help You Leave a Lasting Legacy
This event is sponsored by FBEA - Federal benefits Education Association, a nonprofit organization 501 (c)(3) Corporation
800.567.0197
Event Details
Pompano Beach Branch Library
50 W Atlantic Blvd #2
Pompano Beach, FL 33060
Event Options:
– Saturday, April 18 at 10:30 a.m.
– Monday, April 20 at 6:30 p.m.
Seating is limited. There is no charge to attend!
Are you confident your retirement savings, estate, and tax strategy are all working together so more of what you’ve built stays with the people you love?
Join us at Pompano Beach Branch Library for an enlightening presentation that may help you better understand retirement income planning, tax-aware strategies, and estate planning, giving you a clearer picture of where you stand today and what you can do to help protect what you’ve built. We’ll discuss:
- How to build a coordinated retirement income plan designed around after-tax outcomes, not just account balances.
- Tax-aware withdrawal strategies and how timing decisions across account types can help reduce your overall tax burden.
- Understanding RMDs (Required Minimum Distributions) and planning ahead to help minimize their impact before they’re required.
- How Social Security, RMDs, and portfolio withdrawals interact, and how to sequence them to help preserve more of what you’ve built.
- Sequence of returns risk, why a market downturn early in retirement can have a lasting impact on your income plan, and what you can do about it.
- What’s changing in estate and legacy planning in 2026 and how it may affect your overall retirement strategy.
- Advantages and disadvantages of wills and trusts – and which approach may fit your situation.
- How probate works and strategies designed to help you avoid it altogether.
- Identifying the key legal documents needed to protect yourself and preserve your estate.
- Establishing a power of attorney and why it may be one of the most important steps you take.
- Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce, and disability.
- Why putting property in your children’s names may be a costly mistake.
- Developing a plan to help cover long-term care or nursing home expenses without derailing your retirement income.
- Strategies to help ensure your assets pass to your loved ones efficiently – and with fewer surprises for your heirs.
- Aligning your beneficiary designations and account strategy with your broader legacy intentions.
- Leveraging dollars for planned charitable giving as part of a tax-aware estate strategy.
- And much more!
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Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current strategy.
67% of Americans
have no estate plan.¹
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.¹ When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
Meet Your Host
Richard Price MA, MOL, ChFC®, CRFA™
© 2026 Your Retirement Reality | Privacy Policy
¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
DurhamLoyal Wealth Management, Federal Benefits Educational Association (FBEA), and Your Retirement Reality are unaffiliated. Licensed Insurance Professional.
This informational workshop is presented by Federal Benefits Educational Association (FBEA) volunteers. No products, services, or advice are endorsed by the Association (FBEA), and any action taken by the consumer is solely at their discretion. The Association (FBEA) is not directly affiliated with any of its Certified Educational Consultant Volunteers and is not owned in part or in whole by any private corporation, organization, or association. The material contained herein should not be construed by any audience as anything other than general and generic educational information available to the public.
*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.