Live Webinar

December 2, 2026 | 1:00 PM Central

A strong financial position can provide confidence heading into retirement, but greater wealth can also bring greater complexity. Certain risks may be easy to overlook when taxes, investments, healthcare, estate planning, and retirement income decisions intersect.

Join financial advisor Joel Cundick as he explores potential retirement blind spots and key considerations for high-net-worth investors.

During this webinar, we’ll discuss:

Tax considerations that could affect your retirement income and investment strategy
The potential impact of healthcare and long-term care costs
Risks associated with concentrated investments and portfolio positioning
Estate and legacy planning considerations that may be overlooked
Considerations for coordinating and managing income throughout retirement
Questions to consider when evaluating your retirement plan and potential risks

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While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $1M. Our presenters typically speak with that in mind.

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1986

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*Company statistics as of 8/31/2026. **Client assets refers to client assets under management (AUM) $56.5B and client assets under advisement (AUA) $1.5B.

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