Join Dan’s retirement coaching session built for serious pre-retirees.

This page is for people coming from Dan’s Facebook video. Tell us if you want to attend the next live coaching workshop or prefer curated updates—we’ll tailor the follow-up to how you want to engage.

Live Q&A with Dan

Fiduciary, fee-only guidance

Designed for 3–10 years from retirement

Actionable tax + income playbook

Reserve or request updates Watch the preview clip

No-pressure format. Attend live or just get the workbook—either way, you’ll receive the checklist we use with clients before they retire.

Built for busy professionals. 45 minutes of teaching, 15 minutes of Q&A, and a follow-up summary tailored to you.

Play Dan’s 2-minute welcome

What you’ll hear:

Founder-led walkthrough

5-part retirement clarity checklist

How we triage first 30 days

Tell us how you want to participate

Reserve a seat at the next session or opt into follow-up resources. We’ll confirm within one business day.

First name

Last name

Mobile phone

How should we follow up?

Invite me to the next live coaching session. You’ll get the calendar invite, workbook PDF, and recording if you can’t make it.

Send curated updates and the replay only. Perfect if timing is tight. We’ll send highlights, key slides, and a 10-minute recap video.

I’m not sure yet—please follow up with options. We’ll tailor outreach based on your timeline and preferred format.

Preferred format

Target retirement timeline

Which topic matters most right now?

Availability

Anything else you want us to know?

Thanks for reaching out! We’ll confirm your preferred option and send details within one business day.

What you can expect

Founder-led guidance, zero sales pressure, and next steps that match your timeline.

Clarity in 60 minutes. Dan’s 5-step retirement readiness diagnostic + live Q&A.
Personalized follow-up. Notes summarizing what we heard and suggested next moves.
Confidence on timing. Social Security, pension, and tax-aware withdrawal sequencing.

Designed for:

Professionals 3–10 years from retirement who want a plan they can stress-test.

Format:

Hybrid options—virtual, Rochester, or Scottsdale. We send a recording and workbook if you miss the live date.

Decision filter:

If we aren’t the right fit, you’ll still leave with a roadmap and next steps.

Inside the session

Dan shows the exact framework our advisors use to help clients retire on time without overpaying taxes.

01

Retirement income map
Stack your income sources (401(k), 403(b), pension, brokerage) in the right order to reduce sequence-of-returns risk.
02

Tax-aware withdrawal rhythm
Roth conversions, NUA opportunities, and how to smooth brackets before RMD age.
03

Healthcare + Medicare timing
Bridge-to-Medicare options, HSAs, and coordinating employer benefits with retirement dates.
04

Investment guardrails
Stress-testing portfolios against inflation and down markets while funding 20–30 years of income.
05

Action items in 24 hours
Receive the workbook, a replay link, and a short list of recommended next steps based on your selections above.

Ready for the next session—or just want the highlights?

Choose what fits: attend live, get the recap, or request a follow-up conversation with Dan’s team.

Tell us your preference Call (507) 529-1400