What We’ll Cover

The 9 mistakes that can quietly derail retirement.

We’ll keep the details for the seminar. Here’s the high-level list of decisions and blind spots Dan will walk through in plain English.

1Retiring with the wrong investment mix

2Claiming Social Security without a strategy

3Missing hidden tax traps in retirement income

4Drawing from accounts in the wrong order

5Underestimating healthcare costs

6Letting inflation quietly erode spending power

7Keeping too little accessible cash

8Overlooking fraud and scam risks

9Planning the money, but not the life

Our Goal: give you enough clarity to spot the risks, ask better questions, and know which parts of your plan may deserve a closer look.

Who Should Attend

This dinner seminar is for you if…

You’re within 10 years of retirement, or recently retired, and want to avoid expensive mistakes.
You have saved for retirement, but you’re not sure your income, tax, or Social Security strategy is coordinated.
You and your spouse want to make decisions together instead of hoping everything works out.
You’ve seen friends or family make retirement missteps and do not want to repeat them.
You want practical information from a fee-only fiduciary, not a product sales pitch.

No products will be pitched. Fortress Financial Group is a fee-only, fiduciary RIA. The evening is educational, and there is no obligation to schedule a meeting afterward.

Your Presenter

Dan Langworthy, CIMA®, CPWA®

Founder & Senior Advisor · Fortress Financial Group

Dan founded Fortress Financial Group in 2007 and has spent 35+ years helping people navigate the financial decisions that shape retirement.

Fortress is fee-only, fiduciary, and independent. That means the advice is not tied to commissions, proprietary products, or sales quotas.

Reserve Your Seat

Quick form. Under a minute. You’ll receive a confirmation email with next steps.

Limited seating for June 11th

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Fortress Financial Group is a Registered Investment Advisor. This event is educational in nature and does not constitute investment advice. Registration does not create an advisory relationship.

You’re Registered!

We’ve reserved your seat for Thursday, June 11th at Somerby Country Club. Keep an eye on your inbox for a confirmation email with details.

Didn’t get an email? Check your spam folder or call us at (507) 529-1400.