JOIN US FOR A COMPLIMENTARY
RETIREMENT PLANNING WORKSHOP
Protect Your Legacy, Reduce Your Taxes, and Gain Peace of Mind
Raymond Libary
Choose Your Date Below!
Reserve Your Seat Today – Space is Limited
Note: This is an educational workshop; no products will be offered or sold
JOIN US FOR A COMPLIMENTARY
RETIREMENT PLANNING WORKSHOP
Protect Your Legacy, Reduce Your Taxes, and Gain Peace of Mind
Raymond Libary
Choose Your Date Below!
Reserve Your Seat Today – Space is Limited
Note: This is an educational workshop; no products will be offered or sold.
JOIN US FOR A COMPLIMENTARY
RETIREMENT PLANNING WORKSHOP
Protect Your Legacy, Reduce Your Taxes, and Gain Peace of Mind
Raymond Libary
Choose Your Date Below!
Reserve Your Seat Today – Space is Limited
Note: This is an educational workshop; no products will be offered or sold.
Why Attend?
- Gain a clearer understanding of how Social Security, taxes, and retirement income planning work together.
- Understand common tax-related questions retirees face, including how different income sources may be taxed.
- Explore how longevity and market uncertainty can impact long-term retirement planning.
- Learn why staying informed about policy and economic changes is part of retirement preparedness.
What You'll Learn
- How Social Security benefits work, including common timing and claiming considerations.
- How taxes may affect retirement income, including discussions around Roth conversions.
- How different retirement income sources are typically coordinated.
- Common planning concerns related to outliving retirement savings.
- Key questions individuals often review as they approach or move through retirement.
Why Attend?
- Gain a clearer understanding of how Social Security, taxes, and retirement income planning work together.
- Understand common tax-related questions retirees face, including how different income sources may be taxed.
- Explore how longevity and market uncertainty can impact long-term retirement planning.
- Learn why staying informed about policy and economic changes is part of retirement preparedness.
What You'll Learn
- How Social Security benefits work, including common timing and claiming considerations.
- How taxes may affect retirement income, including discussions around Roth conversions.
- How different retirement income sources are typically coordinated.
- Common planning concerns related to outliving retirement savings.
- Key questions individuals often review as they approach or move through retirement.
Why Attend?
- Gain a clearer understanding of how Social Security, taxes, and retirement income planning work together.
- Understand common tax-related questions retirees face, including how different income sources may be taxed.
- Explore how longevity and market uncertainty can impact long-term retirement planning.
- Learn why staying informed about policy and economic changes is part of retirement preparedness.
What You'll Learn
- How Social Security benefits work, including common timing and claiming considerations.
- How taxes may affect retirement income, including discussions around Roth conversions.
- How different retirement income sources are typically coordinated.
- Common planning concerns related to outliving retirement savings.
- Key questions individuals often review as they approach or move through retirement.
The Venue
Raymond Library
832 Raymond Hill Rd
Oakdale, CT 06370
YOUR SPEAKER
Matt Walker
Matt brings a unique background to Top Rank Advisors, combining decades of experience in social work with financial services. After 26 years with the Connecticut Judicial Branch handling complex divorce and financial matters, he transitioned into retirement planning in 2018, where he has helped hundreds of clients navigate their financial futures. Known for his approachable style and practical problem-solving, Matt focuses on identifying gaps in retirement plans and building strategies centered on asset preservation and tax-efficient income. Outside of work, Matt enjoys time with his wife of 37 years, their children and grandchildren, and stays active through travel, reading, and fitness.
FAQ
Do I need to have a large estate to benefit from this seminar?
No, retirement and estate planning is important for anyone who wants to protect their assets and loved ones, regardless of the size of their estate.
Will I be pressured to buy something at this event?
Absolutely not. This is an educational workshop only. No products will be sold.
Can I bring a spouse, family member, or guest?
Yes! We encourage you to bring a spouse, family member, or friend who may also benefit from this important information.
Why should I attend if I’ve already filed for Social Security?
Even if you’ve already filed, we’ll cover advanced topics like tax planning, spousal and survivor benefits, and strategies to optimize other retirement income alongside Social Security.
Is there really no cost to attend?
Correct! The seminar and the one-on-one consultation are completely free.
I already have a will/trust. Should I still attend?
Yes. Laws and best practices change regularly, and it’s important to keep your documents up to date and avoid common mistakes.
Will I have a chance to ask questions?
Yes, there will be time for Q&A at the end, and all attendees can schedule a personal, private consultation with Matt Walker.
What will I learn that I can’t find online?
We break down real-world strategies tailored to retirees in your state, including tax implications, eligibility rules, and lesser-known benefits. You’ll leave with insights that can save you thousands of dollars over retirement.
Let’s do this
Every attendee receives a FREE, no-obligation consultation with Matt Walker
to review your current estate plan or documents!
Let’s do this
Every attendee receives a FREE, no-obligation consultation with Matt Walker to review your current estate plan or documents!
Let’s do this
Every attendee receives a FREE, no-obligation consultation with Matt Walker
to review your current estate plan or documents!
This educational workshop is free to attend. No products will be offered or sold. Information is provided for general education purposes only and is not specific legal or tax advice. All are welcome.
©2026 Retire Ready Workshops. All rights reserved
Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Top Rank Advisors, LLC and Redhawk Wealth Advisors, Inc. are not affiliated. Insurance services offered through Top Rank Advisors, LLC. Top Rank Advisors, LLC is owned by Polimeni Capital. Top Rank Advisors, LLC conducts business in CA under the name Top Rank Insurance agency. CA license number 4207624.
This educational workshop is free to attend. No products will be offered or sold. Information is provided for general education purposes only and is not specific legal or tax advice. All are welcome.
©2026 Retire Ready Seminars. All rights reserved
Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Top Rank Advisors, LLC and Redhawk Wealth Advisors, Inc. are not affiliated. Insurance services offered through Top Rank Advisors, LLC. Top Rank Advisors, LLC is owned by Polimeni Capital. Top Rank Advisors, LLC conducts business in CA under the name Top Rank Insurance agency. CA license number 4207624.
This educational workshop is free to attend. No products will be offered or sold. Information is provided for general education purposes only and is not specific legal or tax advice. All are welcome.
©2026 Retire Ready Workshops. All rights reserved
Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Top Rank Advisors, LLC and Redhawk Wealth Advisors, Inc. are not affiliated. Insurance services offered through Top Rank Advisors, LLC. Top Rank Advisors, LLC is owned by Polimeni Capital. Top Rank Advisors, LLC conducts business in CA under the name Top Rank Insurance agency. CA license number 4207624.