Free workshops
Wealth After Work
An evening with Tim Lankford on retirement income, Social Security, taxes and planning for the people you love. Dinner is served, everything is free, and there's time for your questions.
Tim's promise: he'll respect your time, and he won't pretend to predict Washington, Wall Street or the price of groceries.
Reserve a seat
Save your seat, and one for your spouse.
Tell us which area works for you and how many seats, and we'll call you with the date and place of the next dinner. Your seat is confirmed on that call. The evening runs about an hour. Prefer the phone? Call (317) 993-3346.
Thank you.
We received your request. Your seat is not reserved yet: Beth, Stephanie or Rich from our office will call you to confirm it, along with the date and place.
Questions? Call (317) 993-3346 or email workshops@
What you'll learn
The questions worth asking before you retire
The Lankford Roadmap
Five steps for building a plan that keeps working when life, markets and taxes change.
Your retirement paycheck
How savings, Social Security and pensions can work together as monthly income, and which dollars to use first.
Taxes in retirement
Why two people with the same income can keep very different amounts.
When to take Social Security
Tim's twin brother Tom illustration, and why the right age depends on the rest of your plan.
Planning for both lives
What your spouse would need to know, and what a Legacy Binder holds.
Healthcare and Medicare
Why Medicare doesn't mean healthcare is free, and how it touches your income.
The workshop is educational. The examples aren't personal investment, tax or legal recommendations, and every household is different.
Three questions
Tim ends every workshop the same way.
No calculator. Just answer privately: yes, no or unsure.
If you stopped working tomorrow, do you know where your retirement paycheck would come from over the next five years?
If the market dropped 25% tomorrow, would you know what to change, and what to leave alone?
If something happened to you tonight, would your spouse know exactly what to do tomorrow?
If one of those answers was "no," "unsure" or "I think so," the evening has already done its job.
Can't make a workshop?
Sit down with Tim instead. A first conversation is about you: your income, your concerns and your timeline.