
Retirement Red Flags Hosts 2025 Retiree Update Workshop to Address Overlooked Financial Risks
TL;DR
Retirement Red Flags' workshop offers strategies to optimize retirement income and minimize taxes, providing a financial advantage before 2026 changes.
The workshop explains how 2026 tax changes impact retirement plans and provides step-by-step strategies to protect income and assets.
This initiative helps retirees achieve peace of mind while supporting St. Jude Children's Research Hospital through event proceeds.
Discover real-world retirement planning stories and learn simple strategies to protect your savings in an intimate workshop setting.
Retirees across Iowa are confronting a common concern about whether they have adequately prepared for their retirement years, prompting Retirement Red Flags to host the 2025 Annual Retiree Update workshop this November in West Des Moines. The event specifically targets retirees who feel mostly prepared but want to identify overlooked risks and make last-minute adjustments before 2026 changes take effect. Nate Crannell, co-founder of Retirement Red Flags, emphasized that the workshop aims to provide peace of mind rather than fear, helping retirees find that crucial final 5% of preparation that can make significant differences in their financial security.
The workshop curriculum addresses several critical areas that often escape retirees' attention. Participants will learn how upcoming 2026 tax changes may impact retirement income, Social Security benefits, and estate planning strategies. The session will cover common mistakes retirees make when drawing income from retirement accounts and provide simple strategies to protect spouses or heirs from unnecessary taxes and financial risks. Real-world stories of retirement planning oversights will illustrate practical approaches to avoiding similar pitfalls.
Scheduled for Tuesday, November 18th from 9am to 12pm and Wednesday, November 19th from 1pm to 4pm, the workshops will take place at The Venue in Valley Junction, West Des Moines. The $50 registration fee includes a comprehensive workbook and refreshments, with attendance limited to 50 participants per session to maintain an intimate, conversational setting that encourages personalized attention and detailed discussions. All proceeds from the event will be donated to https://www.stjude.org, supporting the hospital's mission of treating childhood cancer and other life-threatening diseases.
The timing of these workshops is particularly significant as retirees face evolving financial landscapes and regulatory changes. Retirement Red Flags, a national educational initiative, specializes in helping retirees identify hidden risks that can quietly erode wealth and confidence during retirement years. Through practical, easy-to-understand strategies presented in live workshops and community events, the organization empowers retirees to protect their savings, maximize income, and establish lasting legacies. Interested participants can register through the organization's website at https://www.retirementredflags.com/events/desmoines, where limited seating is available for both sessions.
This educational initiative comes at a critical juncture for retirees navigating complex financial decisions amid changing economic conditions. The workshop's focus on practical strategies and real-world examples provides immediate value to attendees, while the charitable component adds social responsibility to the educational experience. As retirement planning becomes increasingly complex with tax law evolution and market fluctuations, such targeted educational opportunities help ensure retirees can maintain financial stability throughout their golden years while contributing to meaningful charitable causes.
Curated from 24-7 Press Release