LIVE RETIREMENT BLUEPRINT MASTERCLASS
The Retirement Blueprint
You Spent Decades Building Your Retirement.
Now Make Sure the Pieces Work Together.
Discover how retirement income, taxes, estate planning, wealth preservation, and legacy decisions can work together inside one coordinated Retirement Blueprint.
TUESDAY, OCTOBER 20 • 7:00 PM CT / 8:00 PM ET • LIVE ONLINE
Complimentary Educational Masterclass • Spouses Encouraged to Attend
▶ A QUICK WELCOME MESSAGE BEFORE YOU CONTINUE!
INSIDE THE RETIREMENT BLUEPRINT
Six Areas Every Retirement Plan Should Coordinate
Retirement decisions rarely happen in isolation. See how six critical areas can work together to create greater clarity, flexibility, and control throughout retirement.
Keep More of What You’ve Earned
Tax Planning
View Details ↑Tax Planning
- Retirement Tax Exposure
- RMD and Roth planning considerations
- Tax-efficient income coordination
Create Your Retirement Paycheck
Retirement Income
Explore the strategy ↑Retirement Income
- Income gap analysis
- Withdrawal strategy
- Guaranteed income options
- Income sustainability review
Prepare for Life’s Unexpected Events
Asset Protection
Explore the strategy ↑Asset Protection
- Long-term care planning
- Healthcare cost strategy
- Risk management
Preserve the Wealth You’ve Built
Wealth Preservation
Explore the strategy ↑Wealth Preservation
- Market risk management
- Inflation considerations
- Portfolio coordination
- Retirement risk review
Leave a Lasting Legacy
Legacy Planning
Explore the strategy ↑Legacy Planning
- Wealth transfer planning
- Family legacy strategy
- Beneficiary coordination
- Generational planning
Protect Your Family and Your Wishes
Estate Planning
Explore the strategy ↑Estate Planning
- Avoid probate
- Keep your affairs private
- Coordinate beneficiaries
- Protect loved ones
- Organize your estate
RETIREMENT CONCERNS
Do Any of These Sound Familiar?
I’m concerned taxes could take more of my retirement income than I expect.
I’m not sure how much income my retirement assets can reliably provide.
I don’t want a major market decline to disrupt my retirement plans.
I want to leave more of what I’ve built to the people and causes I care about.
I have an advisor, but I’m not sure all the pieces of my retirement plan are being coordinated.
I want my estate organized so my family isn’t left with unnecessary complexity.
If even one of these concerns sounds familiar, the Retirement Blueprint Masterclass will show you how the major areas of retirement planning can work together inside one coordinated strategy.
WHO THIS IS FOR
This Masterclass Is Designed for Families Who…
Are Approaching or Already in Retirement
Have $300,000+ in Retirement or Investment Assets
WANT MORE CLARITY AROUND THEIR RETIREMENT INCOME
Want to Reduce Unnecessary Taxes
Want to Better Manage Market Risk
Value Professional Guidance
Want Their Estate Plan Coordinated
Want to Preserve More for Their Family
Want More Confidence, Clarity & Control
MEET YOUR WEALTH ARCHITECT
Helping Families Build Retirement With Confidence.
Jesse Moon
Founder & Wealth Architect | Moon Wealth Partners
After serving 16 years in the U.S. Army, I entered the financial industry expecting families would receive comprehensive retirement planning.
Instead, I discovered most people had investments, but no coordinated retirement blueprint. Tax planning was not connected to estate planning. Estate planning was not connected to retirement income. Families were making important financial decisions without seeing how all the pieces fit together.
“People do not need another financial product. They need a coordinated retirement blueprint.”
5,000+
Families Helped
$500M+
Assets Reviewed
200+
Educational Workshops
CLIENT EXPERIENCES
What Families Are Saying
Real experiences from families navigating important retirement decisions.
“We finally understood the tax problem.”
The process helped us see how taxes, income, and retirement accounts all connect. It gave us a clearer picture of what we needed to address before retirement.
Retirement Blueprint Client“It was more than an investment conversation.”
We had accounts in place, but no real strategy tying everything together. The blueprint helped us understand how income, risk, taxes, and legacy planning work together.
Retirement Planning Family“The estate planning discussion opened our eyes.”
We had delayed getting our documents in order. This helped us understand why probate, beneficiary coordination, and family protection needed to be part of the retirement plan.
Estate Planning Client“We felt more confident about the next step.”
The biggest difference was having everything organized in one place. Instead of guessing, we could see the areas that needed attention and the options available to us.
Moon Wealth Partners ClientYOUR RETIREMENT DESERVES A PLAN
See How the Pieces of Your Retirement Can Work Together.
Join us for the Live Retirement Blueprint Masterclass and discover how retirement income, taxes, investments, estate planning, wealth preservation, and legacy decisions can work together inside one coordinated strategy.
You'll leave with a clearer understanding of the questions to consider, the potential gaps to look for, and how the major pieces of retirement planning can affect one another.
TUESDAY, OCTOBER 20 • 7:00 PM CT / 8:00 PM ET • LIVE ONLINE
Complimentary Educational Masterclass • Spouses Encouraged to Attend