Retirement Income Planning
Gain a clear understanding of retirement planning fundamentals in an easy-to-follow format.
Learn strategies to maximize income during retirement while managing expenses effectively.
Social Security
Understand how to optimize Social Security benefits for long-term stability.
Pensions & Employer Plans
(401k, IRA, etc.)
Discover coordinated approaches to managing multiple income sources for greater efficiency.
Investment Management
Explore investment strategies designed to minimize risk while promoting steady growth.
Build confidence by understanding how to balance investment, income, and legacy goals.
Tax Planning
Discover tax-efficient approaches to preserving retirement income.
Required Minimum Distributions
(RMDs)
Get familiar with tools for evaluating whether you’re financially prepared to retire and how to manage required withdrawals effectively.
Estate Planning
Gain clarity on estate planning basics, including wills, trusts, and beneficiary designations.
Healthcare & Medicare
Receive insights on managing healthcare costs and planning for Medicare coverage.
Long-Term Care
Understand long-term care considerations and the financial strategies available to protect your assets.
Inflation & Market Risk
Learn how to protect assets from inflation and unexpected financial challenges.
Asset Protection Strategies
Discover ways to reduce financial stress and uncertainty surrounding retirement transitions.
Insurance in Retirement
Evaluate how life insurance and other tools might support your overall strategy.
Retirement Lifestyle Planning
Align your financial resources with your vision for retirement.
Charitable & Legacy Planning
Understand charitable giving and legacy options while optimizing for tax efficiency.
Putting It All Together
Walk away with actionable strategies that can be tailored to your unique retirement goals.
Benefit from real-world case studies that make concepts practical and relatable.
Education, Not Sales
Enjoy unbiased education in a non-sales, classroom-style environment.
Gain an opportunity to ask questions and engage directly with knowledgeable instructor(s).
Greg Buchanan
With more than 32 years of experience in financial planning, Greg Buchanan Isa trusted advisor who specializes in retirement planning and long-term wealth strategies. As a Registered Financial Consultant (RFC), Greg has spent his entire career as a fully Independent and self-employed advisor, dedicated to helping clients build confidence and clarity around their financial futures.
Shane Gentry
Shane’s specialty is working with retirees and those about to retire. Retirees who have a goal to preserve their assets and help to provide them confidence when entering retirement or in retirement. His mission is to operate with transparency, integrity, and accountability. Shane’s planning philosophy is simple: “I am committed to helping you develop retirement plans and investment strategies that line up with your needs, goals, and risk tolerance. Such planning is not a single event; it is a process. As your life circumstances change, so must the strategies we use to help you stay on course toward meeting your objectives.” His goal is to help empower clients by delivering personalized wealth management strategies to help ensure financial freedom.
