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Retirement Planning Secrets of High-Net-Worth Families [Webinar]

Confident Retirement Starts With a Plan

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Event Details

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July 30, 2025 2:00 PM

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What do the most successful retirees do differently with their money?

In this 25-minute session, retirement planners Jarret Lang, RICP®, RFC®, and Andrew Toccaceli, RICP®, MRFC®, pull back the curtain on the strategies high-net-worth families use to help avoid common mistakes and create more confidence in retirement.

They’ll walk you through how to think differently about income planning, where taxes often sneak up in retirement, and why doing it alone—or working with a siloed team—can leave costly gaps in your plan.

This isn’t about flashy investments or “hot tips.” It’s about structure, coordination, and smart decisions that could help you make the most of what you’ve already built.

If you’re retired or close to it—and have saved $500,000 or more—this is worth 25 minutes of your time.

  • The 3 biggest mistakes people make when spending in retirement—and how to avoid them
  • How thoughtful tax moves—like Roth conversions—can reduce long-term burdens
  • Why an “investment-first” strategy often leads to failure
  • A smarter way to navigate market swings without panicking or second-guessing your plan
  • What it means to have a financial “quarterback” guiding your entire plan

Event Speakers

Andrew Toccaceli

RICP®, MRFC®
Chief Operations Officer

Jarrett Lang

RICP®, RFC®
Director of Marketing

Register Today for Retirement Planning Secrets of High-Net-Worth Families [Webinar]

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