AVOID THE RETIREMENT PLANNING MISTAKES
THAT COULD COST YOU THOUSANDS!

Attend this COMPLIMENTARY event and...

This event will answer some of your most pressing questions!

Join Us For A Brand-New, Must-Attend, Two-Night Retirement Workshop

Learn how to turn your investments and savings into a reliable paycheck in retirement.

Understand how Social Security’s lifetime income should integrate with your retirement income plan.

Discover how controlling your #1 expense (TAXES) can lead to a happier retirement.

How to choose the Social Security option that pays you the most income (there are 567 ways to claim!)

Three actionable tax-saving strategies that can help get more from your IRA/401k

We insure our biggest liabilities (like homes and cars) - what should we insure in retirement?

What can we do now to prepare for the rising cost of healthcare in retirement?

How can I pass more of my assets to my loved ones (and not the government)?

Are there ways to prepare now for a potential recession?

RSVP TODAY

This is a complimentary two-night workshop, nothing will be sold.

Thursdays
April 18th & 25th
6:00pm - 8:30pm

Michaelis Academic Center
1400 College Dr.
Waco, TX 76708
Two-night class

Discover how to plan for healthcare in retirement (without an expensive LTC policy)!

If you plan to retire in the next 10 years: 
THIS IS A MUST ATTEND TWO-NIGHT WORKSHOP FOR YOU

RSVP TODAYRSVP TODAY

Coming to Waco, April 18th & 25th

4 Reasons NOW Is the Time to Attend This Event:

#1: PROTECT YOUR MONEY

Learn how to protect your money in these volatile times WITHOUT sacrificing growth opportunity.

#2: REDUCE RETIREMENT TAXES

Learn strategies that may allow you to avoid losing up to 50% of your money to the IRS (Especially if you own an IRA).

#3: THE WASHINGTON D.C. EFFECT

Discover how recent legislation and President Trump's economy may affect your retirement. 

#4: INCOME & CASH FLOW

Understand why Americans say retirement income is their #1 concern AND strategies to help your money last as long as you do. 

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Attend this COMPLIMENTARY course and...

About your hosts

Chad Castle is the owner of Winnow Wealth LLC, a fiduciary Registered Investment Advisor. Chad and Winnow Wealth exist to help you create better financial outcomes in retirement. By creating simple, efficient, and transparent investment plans, you’ll benefit by maximizing the income on your investment accounts and Social Security while minimizing your lifetime tax burden. Chad holds the Retirement Income Certified Professional Designation and is a graduate of Baylor University.

Chad Castle, RICP 

254-776-8400  • Hello@WinnowWealth.com •  200 W. Hwy. 6, Suite 330, Waco, TX  76712
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Jessica Burch, a fiduciary Investment Advisor Rep, co-founded Winnow Wealth. She holds bachelor’s and master’s degrees in Business Administration, and spent many years as a Tax Accountant. She is a qualified Investment Advisor Representative holding a Series 65 securities license and a Life, Accident, and Health insurance license in several states. She has been married over twenty-three years to her high school sweetheart and loves being mom to three sons.

Jessica Burch 

Retire Wiser ©2024 l Privacy Policy & Terms of Use
This is not a part of the Facebook website and is not endorsed by Facebook, Inc. Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. This workshop and insurance sales presentation is strictly informational. Not sponsored by or in any way affiliated with the venue where the event is being held or any governmental agency. No specific products will be promoted; however, you will be offered an opportunity to schedule a follow up consultation with the presenter where investments and/or insurance products may be presented or offered. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.  Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.


Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registration and licenses as required by the various states in which Winnow Wealth conducts business, as applicable. Winnow Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.