My Path to Retirement Presents an Educational Event:
Retirement Masterclass
Event Details:
Location: Oakton College
Session 1 Dates: Wednesdays, October 7 AND October 14 - Room 1607
OR
Session 2 Dates: Thursdays, October 8 AND October 15 - Room 1603
Time: 6:00 - 8:00 PM
Address: 1600 E Golf Road, Des Plaines, IL 60016
This event is not sponsored, endorsed, or affiliated with Oakton College. Oakton College is solely the lessor of the physical event space and assumes no responsibility or liability for any content, advice, services, or products presented or offered by the hosting entity.
Help protect your nest egg from new legislation, tax hikes, inflation, market volatility, and today's uncertain economy.
Planning for retirement can be daunting, but with the right guidance, you can navigate this journey with confidence. Our upcoming two-day-event is designed to equip you with essential strategies to help you create a secure and fulfilling retirement.
What we’ll cover:
Retirement Income Planning:
Diversify Income Sources: Combine Social Security, pensions, and personal savings to help create a stable income stream.
Sequence Withdrawals Strategically: Plan the order of withdrawals from taxable, tax-deferred, and tax-free accounts to help minimize taxes.
Exploring Guaranteed Income For Life Solutions: Explore strategies that could provide guaranteed income during retirement.*
Social Security Maximization:
Delay Benefits: Postponing Social Security claims can result in higher monthly benefits.
Understand Tax Implications: Be aware of how Social Security benefits are taxed based on other income sources.
Coordinate with Spouse: Married couples should strategize benefit claims to help maximize combined income.
Taxes & Retirement:
Leverage Roth Accounts: Consider using Roth IRAs for tax-free withdrawals during retirement.
Understand IRMAA (Income-Related Monthly Adjustment Amount): Higher retirement income can increase Medicare premiums—learn how to manage income levels to avoid unexpected costs.
Estate Planning Strategies:
Avoid Unnecessary Taxes for Your Heirs: Ways to help properly structure your assets to potentially minimize estate and inheritance taxes, ensuring more of your wealth goes to your loved ones.
Use Tax-Efficient Inheritance Strategies: Consider strategies like Roth conversions, gifting during your lifetime, and setting up trusts to potentially reduce the tax burden on your beneficiaries.
And much more!
This workshop is a comprehensive Retirement Workshop requiring a four-hour time commitment. A $29 registration fee is required to attend. You will leave with the knowledge and confidence to help you make better financial decisions in all areas of your retirement.
Event Registration
By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.
Your Masterclass Doesn’t End When You Leave the Room
Your $29 registration includes the Retirement Masterclass Workbook — a comprehensive take-home resource designed to help you follow along during class and continue the conversation long after the event.
Retirement Timelines
See important retirement ages and milestones in one place — including key ages for retirement accounts, Social Security, Medicare, and Required Minimum Distributions.
Questions to Consider
The workbook doesn't just give you information. Throughout the chapters, you'll find questions designed to help you think about how each topic may apply to your own retirement.
Real-World Case Studies
See retirement decisions through practical scenarios — including situations involving Roth conversions, early retirement, Required Minimum Distributions, and income sequencing.
Worksheets & Planning Tools
Put pen to paper with resources designed to help organize your own financial picture. Includes net worth and cash-flow worksheets so you can begin turning concepts into something personal and useful.
Cheat Sheets & Take-Home References
You don't have to remember everything discussed in class. The workbook includes resources such as a 2026 Social Security Cheat Sheet along with reference material you can return to when questions come up later.
How To Get To Oakton College
About Your Presenter:
The president of the company, Christina Walasik, has over two decades of experience in the financial services industry. Before starting Pickwick Financial Group and Pickwick Wealth Management, LLC, she was VP of a successful financial services firm in Skokie, IL for 13 years. Christina’s degree in Finance from DePaul University complements her extensive background that encompasses retirement planning, wealth management, legacy planning, review of social security benefits and tax planning. Christina prides herself on the relationships she’s built with her clients over the years and understands the importance of creating a financial plan that best suits a family’s needs. Christina obtained her CFP® certification through Northwestern University.
Any Questions Regarding This Event Call:
(847) 730-5597
Frequently Asked Questions
Is there a cost to attend?
This workshop is a comprehensive Retirement Workshop requiring a two-day, four-hour time commitment. A $29 registration fee is required to attend.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Is this sponsored by the Social Security administration?
The Presenter is not affiliated or endorsed by the Social Security administration or any other government agency
Christina Walasik offers Investment Advisory Services through Walasik Financial Group, LLC dba Pickwick Wealth Management (Deerfield, IL 847-730-5597), an Investment Advisor in the State of Illinois. Pickwick Wealth Management, LLC and its advisors do not render tax, legal, or accounting advice. Pickwick Wealth Management, LLC and Christina Walasik are not affiliated with or endorsed by the Social Security Administration or any government agency. “Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”
GET IN TOUCH
MAILING ADDRESS
My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022
PHONE NUMBER
Phone:
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.