Retirement Financial Planning Workshop
Solving the Retirement Puzzle — Free Educational Workshop in Hendersonville, NC
If you’re planning for retirement or already nearing that milestone, you’ve likely noticed the landscape has shifted—dramatically. What worked for previous generations may no longer apply, and what you think you know about retirement might be outdated or even dangerous in today’s financial climate.
That’s why you’re exclusively invited to a valuable, no-cost educational event:
Solving the Retirement Puzzle — a one-night community workshop created specifically to help you understand the realities of retirement today, and what steps you can take now to secure your financial future with clarity and confidence.
Event Details – Join Us In Person
📍 Location:
VFW Hedrick – Rhodes Post 5206
900 N Main St
Hendersonville, NC 28792
📅 Date: Tuesday, February 17, 2026
🕡 Time: 6:30 PM (Doors open at 6:00 PM)
🎟️ Cost: Free – but RSVP is required to reserve your seat
This event is open to the community and ideal for individuals and couples ages 50+ who are approaching or entering retirement and want to make informed, personalized decisions based on today’s economic realities.
Why Retirement Planning Has Changed — And What You Need to Know
Let’s be honest: the strategies that worked even five years ago may no longer be reliable. Retiring now is nothing like it was for your parents — and relying on outdated advice could cost you dearly.
This educational session is designed to explore how today’s volatile environment, shifting tax laws, and economic uncertainty affect the retirement process.
You’ll learn:
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Why the financial media may not be your best source of guidance
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How outdated advice could derail your retirement
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The new “rules” for drawing income from your nest egg
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Why Social Security might be taxed—and how to prevent it
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How to build a truly diversified retirement portfolio for today’s market
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How to evaluate the value of Roth conversions
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The cost of unanticipated estate expenses—and how to reduce or eliminate them
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How to avoid the most common pitfalls in retirement distributions
This isn’t a sales pitch. It’s a comprehensive, academic-based presentation of the facts — delivered by someone with deep roots in Hendersonville and a lifelong commitment to serving the local community.
Presented by Daniel J. Andreotta, I.A.R. – Integrity Financial Group
This event will be led by Daniel J. Andreotta, I.A.R., a financial educator and advisor with over 25 years of experience. As a lifelong Hendersonville resident, Daniel has helped hundreds of families in Western North Carolina plan for a financially secure retirement.
As a member of Integrity Financial Group, Daniel is part of a truly independent financial practice that prioritizes real relationships and customized strategies—not prepackaged products or high-pressure sales.
What sets Integrity apart?
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Independence: We’re not beholden to a single product or company.
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Access: You meet with real people, face to face.
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Experience: Decades of business and retirement planning knowledge at your side.
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Personalized service: We don’t just point you in a direction — we walk the journey with you.
Daniel lives here, raised his family here, and built his business here. He knows the concerns you face because he shares your community, your values, and your goals.
Who Should Attend This Event?
This event is perfect for you if you:
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Are within 5–10 years of retirement
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Recently retired and want to reassess your strategy
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Want to reduce your tax burden in retirement
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Have multiple retirement accounts and wonder how to optimize withdrawals
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Are unsure how to create lifetime income
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Want clarity on Social Security timing and taxation
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Prefer to learn from someone in your community—not a call center or an app
Whether you’ve already started your retirement plan or haven’t taken the first step, this workshop will help you better understand your options and make smart, proactive decisions.
What You’ll Take Away
You’ll leave the workshop with far more than just information — you’ll gain clarity, direction, and the beginning of a personalized strategy tailored to your situation.
By attending, you’ll walk away with:
✔️ Confidence in your financial plan
✔️ A clear understanding of retirement income strategies
✔️ Insight into tax-efficient retirement planning
✔️ Knowledge of how to avoid common mistakes
✔️ A deeper understanding of your personal risk exposure
✔️ Tools to evaluate whether you have “enough” to retire
✔️ Resources to continue building a personalized plan
And most importantly: you’ll leave knowing who you can trust for guidance, accountability, and support as you navigate retirement planning in today’s world.
Reserve Your Seat – Space Is Limited
This is an invitation-only community event, and seating is limited to ensure each attendee receives full value and attention. Early RSVP is strongly encouraged.
You’ve worked hard for your savings. Now it’s time to make sure those savings work for you — with a retirement strategy based on facts, not fear.
Stop guessing. Start planning. Join us for this trusted and timely event.
Solving the Retirement Puzzle
✔️ Free community workshop
✔️ Expert-led and educational
✔️ Hendersonville location
✔️ Real talk. No hype. No pressure.
✔️ Take control of your future
🗓️ Tuesday, February 17, 2026
📍 VFW Hedrick-Rhodes Post 5206 | Hendersonville, NC
🕠 6:30 PM Start | Doors Open 6:00 PM
