Free Webinar Replays Show You Safe Ways to Protect Your Hard-Earned Retirement Dollars
If You Retired Tomorrow, How Much Could You Safely Spend?
Make the Most of What You’ve Worked So Hard to Build!
Optimal retirement and estate planning is ultimately about getting the most out of what you’ve worked so hard to build and providing your family with long-lasting financial security. You accomplish this by implementing tax-savvy strategies, thoughtful withdrawal planning, and estate structures that align with your personal goals.
If you want 2026 to be the year you finally create a clear, confident, tax-savvy retirement plan, watching these webinar replays or attending an upcoming webinar series will be one of the most important learning opportunities available.
Visualize being on your way to achieving lifelong financial security and gaining the clarity you need to make smarter long‑term decisions.
Join us for our next webinar series The Grandparent Win-Win: Spend More, Leave More, and Let the IRS Foot the Bill by clicking here and learn exactly how to do it.
Aired: Tuesday, January 27th, 2026
Watch all 3 Webinar Replays below!
Click here to watch the replay of Session 1.
Click here to watch the replay of Session 2.
Click here to watch the replay of Session 3.
Ready to Turn Insights into Action?
If you haven’t yet scheduled your free Retire Secure Initial Consultation, now’s the time.
During this one-on-one Zoom meeting with Jim and one of our expert CPA financial planners, we’ll review your current situation, explore how the safe withdrawal principles apply to you, and evaluate opportunities to improve your retirement security, especially through strategic Roth conversions and tax-smart withdrawal planning.
Request your complimentary session here or call our office at 1-800-387-1129 and ask for Justin.
Disclaimer: Lange Accounting Group, LLC offers guidance on retirement plan distribution strategies, tax reduction, Roth IRA conversions, saving and spending strategies, optimized Social Security strategies, and gifting plans. Although we bring our knowledge and expertise in estate planning to our recommendations, all recommendations are offered in our capacity as CPAs. We will, however, potentially make recommendations that clients could have a licensed estate attorney implement.
Asset location, asset allocation, and low-cost enhanced index funds are provided by the investment firms with whom Lange Financial Group, LLC is affiliated. This would be offered in our role as an investment advisor representative and not as an attorney.
Lange Financial Group, LLC, is a registered investment advisory firm registered with the Commonwealth of Pennsylvania Department of Banking, Harrisburg, PA. In addition, the firm is registered as a registered investment advisory firm in the states of AZ, FL, NY, OH, and VA. Lange Financial Group, LLC may not provide investment advisory services to any residents of states in which the firm does not maintain an investment advisory registration. Past performance is no guarantee of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any strategy will be successful. Indexes are not available for direct investment. If you qualify for a free consultation with Jim and attend a meeting, there are two services he and his firms have the potential to offer you. Lange Accounting Group, LLC could offer a one-time fee-for-service Financial Masterplan. Under the auspices of Lange Financial Group, LLC, you could potentially enter into an assets-under-management arrangement with one of Lange’s joint venture partners.
Please note that if you engage Lange Accounting Group, LLC and/or Lange Financial Group, LLC for either our Financial Masterplan service or our assets-under-management arrangement, there is no attorney/client relationship in this advisory context.
Although Jim will bring his knowledge and expertise in estate planning to this workshop and to the meetings, it will be conducted in his capacity as a financial planning professional and not as an attorney. This is not a solicitation for legal services.