EXCLUSIVE INVITATION • COMPLIMENTARY WEBINAR

A private online webinar crafted exclusively for retirees and pre-retirees with $200k+ in assets

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YOU ARE INVITED

Warren Elkin Financial invites you to a free live webinar focused on Required Minimum Distributions (RMDs) and Roth IRA strategies that can help you keep more of your retirement income. No jargon, no sales pressure — just clear, practical information designed to help you prepare for retirement with greater confidence.

With more than 30 years of experience, Warren Elkin has helped individuals and families navigate important retirement decisions. As Founder and CEO of Warren Elkin Financial, Warren is committed to providing straightforward guidance and personalized retirement strategies tailored to each client's goals.

In this webinar, Warren will explain how Required Minimum Distributions (RMDs) and Roth conversions fit into a retirement strategy, discuss common mistakes retirees often make, and share practical information to help you reduce taxes, protect your retirement savings, and make more informed financial decisions with confidence.

• Free to attend — no cost, no obligation
• Live online — join from anywhere, no travel required
• Plain-language guidance you can actually understand and act on
• Limited spots to keep it focused and personal
• Hosted by Warren Elkin of Warren Elkin Financial

WHAT WE'LL COVER

These are the RMD and Roth IRA planning challenges Warren helps retirees navigate every day — along with practical strategies that can help you better manage your retirement income and make more informed decisions about your savings.

Understand the deadlines and requirements for taking money from your retirement accounts.

Learn how moving money into a Roth IRA may help reduce taxes in retirement.

See how different investments can affect your retirement savings.

Explore ways to balance growth and stability in your investments.

Smart options for putting your required withdrawals to work, whether you're spending, reinvesting, or planning to leave assets to loved ones.

Simple strategies to stay ahead of changing RMD rules, coordinate your withdrawals with your overall retirement plan, and help preserve more of your wealth.

YOUR HOST

Founder and CEO

Warren Elkin is the Founder and CEO of Warren Elkin Financial, bringing more than 30 years of experience to individuals, families, and retirees across the country. He has guided clients through a diverse range of financial challenges and life events, with a particular focus on retirement planning, safe money strategies, and protecting what clients have worked hard to build.

Warren's mission is centered on providing the trusted information people need to create the best possible retirement for themselves and their loved ones. He takes the time to listen, explain options clearly, and build strategies tailored to each client's goals — helping people move into retirement with more clarity, confidence, and peace of mind.

Learn more about us at our website

WHY ATTEND

1. Most RMD and Tax Mistakes Are Completely Avoidable
   With the right information, many of the most costly Required Minimum Distribution and retirement tax mistakes are easy to sidestep. This webinar gives you that information — for free.
   
   
2. The Rules Have Changed and Most People Haven't Caught Up
   Between the SECURE Act updates, changing RMD ages, and evolving tax rules, retirement planning looks different than it did just a few years ago. What worked before may not be the best approach today.
   
   
3. One Wrong Move Can Affect You For Years
   A missed RMD, an unexpected tax bill, a poorly timed Roth IRA conversion, or an ineffective withdrawal strategy isn't just a one-time setback. These decisions can impact your taxes, Medicare premiums, retirement income, and the long-term growth of your savings for years to come.
   
   
4. You Worked Too Hard to Pay More in Taxes Than Necessary
   Retirees who spent decades building their savings only to lose more than necessary because they didn't understand the rules. This webinar is designed to help you avoid those costly mistakes.

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