Every other Thursday ยท 6:30 PM Pacific
Silicon Valley Retirement Clarity Live.
A free 45-minute educational session for Californians approaching retirement. Clear explanations, live questions, and no public personal recommendations.
Four-topic rotation
The questions that come before products.
Your old 401(k)
How to compare leaving it, moving it to another plan, rolling it to an IRA, or taking a distribution.
Retirement income risks
Sequence, longevity, inflation, health costs, and the difference between fixed and flexible expenses.
Annuity fundamentals
What different contract types are designed to do, where liquidity changes, and what guarantees mean.
Infinite banking
How cash-value insurance and policy loans work, the costs involved, and who should be cautious.
The room
Education without the seminar pressure.
- 00
Welcome and scope
What the session covers and what belongs in a private professional conversation.
- 05
Core lesson
A visual explanation of one retirement decision, including tradeoffs and common mistakes.
- 30
Live questions
General educational questions answered without turning the room into individualized advice.
- 43
Optional next step
Request a private clarity review if you want help organizing your own facts.
Join us
Get the date and registration link.
The schedule is released in two-week cycles. Request the next invitation and choose whether you also want the replay.
Webinars provide general education only. Attendance does not create an advisory relationship and does not obligate you to purchase anything.