For Households in the ‘Retirement Red Zone’: The Critical 3 Years Before and After You Stop Working

Retire Smarter

How To Keep More of What You’ve Earned

and Turn It Into Income For Life.

July 9th at 12 Noon.

Seating is limited, save your spot and register now!

Is This Class Right for Me

and My Retirement?!

Absolutely! Here is some of what you'll discover:

  • How to legally reduce your lifetime tax burden in retirement not just this year, but for decades to come.

  • The 7 costly mistakes that can quietly erode your savings in the years surrounding retirement and what to do instead.

  • The NEW rules of retirement income, how to structure your withdrawals so your money lasts as long as you do. (Never again worry about running out of money.)

  • The hidden “Tax Bomb” that can detonate when one spouse passes and how to protect your family before it quietly erodes your wealth

  • Why two families with substantial savings can experience completely different futures and the one decision that determines which one you become.

Meet Your Host!

Brian P. Skinner, CFP, CRPC

Brian P. Skinner, CFP®, CRPC®

Financial Educator & Advisor

Brian Skinner is a financial advisor specializing in tax-sensitive retirement and income distribution planning for individuals and families aged 50+. He helps clients create comprehensive financial plans that integrate investment management, risk planning, and tax-efficient strategies, ensuring a smooth transition from saving for retirement to spending in retirement.

Raised in Orange, CT, Brian now resides in Milford, CT, where he is actively involved in the community through the Milford Rotary Club and as a Corporator of Milford Bank. In his free time, Brian enjoys reading, golfing, and spending time with his wife Kristine and their son, Graham Skinner.