You’ve Saved Well - Now Don’t Let Hidden Retirement Mistakes Erode It.

Most retirement workshops focus on just one topic — Social Security, taxes, or investments. This private dinner discussion is different. Over dinner at Rick Erwin’s Eastside, the JEHM Wealth & Retirement team will walk through five critical retirement blind spots that often get missed in traditional planning — and can quietly cost you thousands of dollars over time.

During this invite-only discussion, you’ll learn:
•Why the 12–24 months surrounding retirement are one of the most critical planning windows — and why certain tax and income decisions become far harder (or impossible) to fix once that window closes
• How taxes, timing, and account choices actually work together — and the common traps that quietly cost retirees thousands
• Why even people who’ve “saved enough” still feel uneasy about retirement — and how to replace guesswork with a reliable income strategy
• A simple, organized framework to bring your income, investments, and legacy wishes into one clear retirement plan

All attendees will have the opportunity to receive our complimentary Confident Retirement Life Toolkit