About this Event
Marcus J. Robinson: CEO of Revision Wealth Management
Nyimah Boles-Robinson: President
Revision Wealth Management hosts Make Money Make Sense TV and Podcast. Current air times can be found here.
This workshop IS NOT for financial industry professionals.
Your registration tickets are not final until our office (Revision Wealth Management) has reached out and verbally confirmed your attendance. We appreciate your understanding and patience as we work to confirm your registration.
WHY SHOULD I ATTEND?
Between client referrals, our TV show, radio show, and workshops we connect with many modern retirees who need help. Our team has found the biggest fear facing the modern retiree is outliving their retirement savings. This workshop will cover three key areas that successful retirement plans have in common. Successful retirement plans: Have an Income Engine, Know the Tax Debt, and Understand Risk Capacity. If you do not know how your current plan incorporates these three topics, this is for you!
As a woman who makes the financial decisions in your household, you know that retirement isn’t just about having enough money—it’s about having a plan.
A plan that ensures consistent income.
A plan that protects your wealth from unnecessary taxes.
A plan that preserves your legacy on your terms.
Join us for an exclusive, high-level dinner conversation designed for sovereign women who want to navigate retirement with confidence—both financially and emotionally.
WHAT WE’LL COVER:
💡 The Power of an Income Plan – How to ensure your money lasts as long as you do
💡 Tax Mitigation Strategies – Keeping more of what you’ve built
💡 Estate Planning Essentials – Protecting your legacy and ensuring a smooth transition of wealth
💡 The Emotional Side of Retirement – Overcoming the fear of the unknown and stepping into this next phase with confidence.
This isn’t a sales event—it’s a curated experience for high-level women who are serious about designing a retirement plan that protects their lifestyle, wealth, and legacy.
🔹 Seating is limited to ensure an intimate and impactful discussion. Secure your spot today.
Event Venue & Nearby Stays
Seasons 52, 5096 Big Island Drive, Jacksonville, United States
USD 0.00
