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Free Live Online Workshop
SmartMoney™ Retirement
Income Workshop
90 minutes could improve your retirement income for a lifetime. Discover what today’s markets, taxes, and timing mean for the money you’ve worked to build.
Limited seating · Registration closes when full
Hosted by Retirement Income Specialist George Roupas
You’ve saved. You’ve built. Now you need income that lasts.
The 5 years before and after retirement carry outsized weight.
Protect what you’ve built while still planning for growth and access.
Turn savings into a dependable paycheck — not a market gamble.
Inside the Workshop
What you’ll learn in 90 minutes
The “Retirement Danger Zone”
Why the years right around retirement shape your income for decades.
Turn savings into a paycheck
Create dependable income without hoping the market always cooperates.
Protect income when markets drop
Especially once you stop working and begin withdrawing money.
Close the quiet money leaks
Taxes, inflation, fees, and timing that quietly compound over time.
Balance growth, income & protection
Build a plan for real life — not just perfect market conditions.
Before you move money or buy an annuity
The questions that help you avoid locking into the wrong strategy.
Free Bonus Guide
Delivered to your inbox the moment you register.
Today’s markets, taxes, and inflation — explained in plain English.
How to protect the money you’ve worked hard to build.
How to think about retirement income before you need it.
The right questions to ask before making major decisions.
Your Workshop Host
George Roupas
Annuity & Pension Specialist · Accurate Advisory Group
More than 22 years in business leadership and private pension planning. George helps families understand how today’s markets, taxes, and timing affect retirement income — and what to review before making major decisions.
“If you’re within 5 years of retirement — or already retired — this is the time to take a closer look at your income plan.”