EXCLUSIVE INVITATION • COMPLIMENTARY WEBINAR

A private online webinar crafted exclusively for retirees and pre-retirees with $200k+ in assets

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YOU ARE INVITED

Grey Lady Financial invites you to a free live webinar focused on the IRA and 401(k) mistakes that cost everyday retirees thousands of dollars every year. No jargon, no sales pressure — just clear, practical information you can actually use.

Michael Yeomans has spent his career helping people approaching and in retirement find clarity in the decisions that shape their financial future — building strategies centered on protection, purpose, and peace of mind. In this webinar, he'll walk you through the most common retirement mistakes and show you how to create a reliable income strategy designed around your life, your priorities, and the future you want to build.

• Free to attend — no cost, no obligation
• Live online — join from anywhere, no travel required
• Plain-language guidance you can actually understand and act on
• Limited spots to keep it focused and personal
• Hosted by Michael Yeomans of Grey Lady Financial

100%

FREE

No Obligation

WHAT WE'LL COVER

These are the mistakes Mike sees most often — and the ones that are easiest to avoid once you know what to look for.

The timing and order of your withdrawals can make a big difference in how much you keep. We'll cover how to avoid unnecessary taxes and penalties when pulling money from your retirement accounts.

Required Minimum Distributions trip up a lot of retirees. Missing a deadline or miscalculating your amount can trigger a steep IRS penalty. We'll break down exactly how RMDs work and how to stay on the right side of the rules.

A rollover done incorrectly can create a surprise tax bill you weren't expecting. We'll walk through the right way to move your 401(k) and the common mistakes that catch people off guard.

Converting to a Roth IRA can be a smart move — but only if the timing and amount are right. We'll cover what to watch out for so a conversion doesn't backfire.

A lot of people set their beneficiary and never look at it again. We'll explain why that can be a problem and how a simple review now can protect your family later.

The rules around inherited IRAs changed significantly and many families don't realize it. We'll explain what the new rules mean for your heirs and how to plan accordingly.

YOUR HOST

Founder and CEO

At Grey Lady Financial, we believe financial planning should begin with a clear understanding of who you are—not just what you own. Your priorities, responsibilities, life experiences, career goals, family needs, and vision for retirement all help shape the financial decisions that matter most.

We take a thoughtful, personal approach to every relationship. Before offering recommendations, we spend time getting to know your current situation, your concerns, and the future you want to create. Whether you are approaching retirement, navigating a life change, planning with a spouse or partner, or seeking to protect and manage the assets you have worked hard to build, our guidance is designed to bring structure and perspective to your financial life.

Our process brings together retirement planning, investment management, income strategies, risk awareness, and practical financial decision-making. We help you review your choices, understand the potential trade-offs, and develop a strategy aligned with both your near-term needs and long-range goals.

“My role is to help clients find clarity in the financial decisions that shape their future. Whether you are approaching retirement, developing income strategies, protecting your estate, or looking for a more confident path forward, I take the time to understand your priorities, explain your options, and build a plan designed around your life.

I believe meaningful financial guidance should do more than organize numbers. It should provide perspective, reassurance, and a clearer view of what comes next. My commitment is to be a steady resource through each stage of your financial journey, helping you preserve what you have built, plan with purpose, and move forward with greater peace of mind.”

WHY ATTEND

1. Most IRA & 401(k) Mistakes Are Completely Avoidable
   With the right information, many of the most costly retirement account errors are easy to sidestep. This webinar gives you that information — for free.
   
   
2. The Rules Have Changed and Most People Haven't Caught Up
   Between the SECURE Act updates and shifting RMD ages, the retirement account rules look different than they did just a few years ago. What worked before may not work now.
   
   
3. One Wrong Move Can Affect You For Years
   A missed RMD, a botched rollover, or a mistimed conversion isn't just a one-time hit. It can ripple through your tax situation and income for years to come.
   
   
4. You Worked Too Hard to Lose Money on a Technicality
   Art Miller has seen it happen — people who saved diligently for decades lose a chunk of it to an avoidable mistake. This webinar is about making sure that doesn't happen to you.

The information provided in this webinar is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation.

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