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Upcoming Events & Workshops

Truly educational sessions on retirement income, taxes, Social Security, and Medicare — no products, no pitch, no pressure. Click any event for full details.

AUG192026

Live WebinarWednesday · 12:00–12:45 PM MT · Online (link sent after registration)

Roth Conversions in 2026: Building Tax-Free Retirement Income

A lunchtime session on when conversions make sense, how brackets and RMDs shape the window, and the mistakes that erase the benefit.

Event details & topics

The conversion window between retirement and RMDs
How much to convert — bracket-by-bracket thinking
Medicare IRMAA and Social Security tax interactions
Converting for your spouse and your heirs

Free webinar · 45 minutes including Q&A · strictly educational.

SEP102026

Live WebinarThursday · 6:00–7:00 PM MT · Online (link sent after registration)

Medicare Made Clear: Enrollment Windows & Costly Mistakes

Parts A–D in plain English, the enrollment deadlines that trigger lifetime penalties, and how Medicare fits your income plan.

Event details & topics

Initial, special, and general enrollment periods — and the penalties for missing them
Medigap vs. Medicare Advantage: the trade-offs that matter
What Medicare doesn’t cover — and planning for it
How income (and Roth conversions) affect your premiums

Free webinar · strictly educational.

SEP292026

Live WebinarTuesday · 5:30–6:15 PM MT · Online (link sent after registration)

The Retirement Income Gap: Making Savings Last 30 Years

Sequence-of-returns risk, withdrawal order, and how a written income plan turns a portfolio into a paycheck.

Event details & topics

Why the first five years of retirement carry the most risk
Which accounts to draw from first — and why order matters
Building guaranteed income floors under essential expenses
Stress-testing your plan against bad markets and long lives

Free webinar · 45 minutes including Q&A · strictly educational.

Can’t make these dates?We host sessions across the Front Range all year — or start with a free one-on-one conversation instead.

Schedule a free consultation

Educational Event: The information provided is educational in nature and is not suggesting a specific course of action or any action and it should not be construed by any consumer and/or prospective client as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment or legal advice for compensation. No persons associated with New Light Financial are licensed attorneys or tax professionals and material presented by any person associated with New Light Financial should not be construed as legal or tax advice. Prior to making any investment, insurance, financial or legal decision, you should always seek individualized advice from a financial, insurance, legal or tax professional that considers all of the particular facts and circumstances of your situation.