From Accumulation
to Income
Planning Your Transition Into Retirement
You’ve spent years building your wealth.
But transitioning into retirement isn’t just about having enough, it’s about knowing how it works.
This phase introduces a completely different set of decisions.
How you draw income. How you manage taxes. How your plan holds up when markets shift.
And for many, this is where uncertainty starts to creep in. This webinar is designed to help you understand what actually changes, and how to approach it with clarity.
June 30, 2026
4:00 PM (MDT)
What You'll Learn
1.
The key financial shifts that happen when you move into retirement
2.
How to turn your savings into a sustainable income stream
3.
The most common mistakes people make in the transition phase
4.
How taxes impact your retirement income more than you think
This session is designed for:
Individuals within 5-10 years of retirement
Recently retired individuals unsure about income strategy
Business owners or professionals transitioning out of active income
People asking: "Am I actually ready?"
Meet Your Host
David Wulder
Financial Advisor and Financial Planner
As a Financial Advisor with Edward Jones, David Wulder helps business owners, professionals, and families make confident, well-informed financial decisions that support their next chapter. He works closely with clients and their trusted professionals to ensure every part of their plan from investments, tax strategies, and retirement income are aligned and working together.
David’s focus is on helping people navigate major life transitions with clarity and purpose. He believes retirement isn’t just about leaving work behind, but about creating the freedom to live well, stay connected, and make the most of the years ahead.
With a thoughtful, relationship-driven approach and a team that shares his commitment to client success, David provides the structure and guidance needed to turn retirement goals into a lasting plan for the future.
