Setting the Stage for 2027

Make your next retirement decisions with clearer answers.

If you're near retirement or already in it, the questions don't stop at the turn of a year. What happens to your income if markets shift? How might RMDs and taxes change what you keep? Join us for a practical look at 401(k)s, IRAs, and withdrawal strategy as you plan for 2027. Nothing is sold. Nothing is offered for purchase. Just answers.

Runs every weekOnline — watch from homeAbout 40 minutesNo cost, no obligation

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Black swans

Could one market shock undo the savings it took you 30 years to build?

At the webinar: See where a retirement plan may be most exposed before the unexpected happens.

Volatility & recession risk

What would it take for you to actually sleep at night when the market drops 20%?

At the webinar: Learn how to think about downside risk when regular paychecks stop.

Fiduciary standards

Is the person handling your money legally required to put you first — or just allowed to?

At the webinar: Know the questions that reveal who an advisor is truly working for.

RMDs & withdrawals

Can required withdrawals work for you instead of quietly raising your tax bill?

At the webinar: Understand how withdrawal timing can affect both income and taxes.

Inflation & lifestyle

Will the life you planned still be affordable in ten years?

At the webinar: Pressure-test future spending without giving up the life you worked for.

Smart tax income

Which hidden taxes are already eating your retirement income?

At the webinar: Spot the tax surprises that can quietly reduce what you get to keep.

Harry Abrahamsen & Roy Labaton

Too many families in our area are underprepared for retirement. Most of our client relationships start exactly this way — someone shows up to an event with questions about retirement income, taxes, RMDs, and the fear of outliving their savings.

Harry Abrahamsen (Founder & CEO) and Roy Labaton (Investment Advisor Representative) of Abrahamsen Financial Group present together, covering tax-aware investment management — including approaches most people have never had explained, like tax-loss harvesting inside ETFs and managing gains on appreciated positions.

Who should attend

You're within about ten years of retiring, or already retired.

You have money in a 401(k), IRA, or rollover you've never had stress-tested.

You want to understand your taxes in retirement before they surprise you.

You'd rather ask hard questions in a class than in a sales meeting.

After the webinar

If you want to go further, you're welcome to a complimentary look at your own situation — RMD timing, Social Security decisions, portfolio protection. Entirely your call. Come for the education and leave it there if that's what you want.