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Packard Advisory Services Successful Retirements Just Don't Happenโ€ฆThey're Planned

10/12/2026

If youโ€™re retired or nearing retirement with $200K+ in assets, join Chris Packard for a complimentary live webinar: ๐ƒ๐ž๐Ÿ๐ฎ๐ฌ๐ข๐ง๐  ๐ญ๐ก๐ž ๐“๐ข๐œ๐ค๐ข๐ง๐  ๐“๐ข๐ฆ๐ž ๐๐จ๐ฆ๐›๐ฌ ๐จ๐Ÿ ๐˜๐จ๐ฎ๐ซ ๐ˆ๐‘๐€๐ฌ & ๐Ÿ’๐ŸŽ๐Ÿ(๐ค)๐ฌ ๐ฐ๐ข๐ญ๐ก ๐‘๐จ๐ญ๐ก ๐‚๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐ข๐จ๐ง๐ฌ

Chris will break down:
โ†’ How Roth conversions actually work
โ†’ Who may benefit from a conversion
โ†’ How timing can affect your tax picture
โ†’ Common conversion mistakes to avoid
โ†’ How Roth conversions can fit into a long-term retirement strategy

๐Ÿ“… ๐“๐Ž๐Œ๐Ž๐‘๐‘๐Ž๐–
๐Ÿ•ก ๐Ÿ”:๐Ÿ‘๐ŸŽ ๐๐Œ ๐๐“
๐Ÿ’ป ๐‹๐ข๐ฏ๐ž ๐Ž๐ง๐ฅ๐ข๐ง๐ž
๐Ÿ’ฐ ๐…๐ซ๐ž๐ž ๐ญ๐จ ๐š๐ญ๐ญ๐ž๐ง๐

No jargon. No sales pressure. Just practical information to help you make more informed decisions about your retirement savings.

๐’๐ฉ๐จ๐ญ๐ฌ ๐š๐ซ๐ž ๐ฅ๐ข๐ฆ๐ข๐ญ๐ž๐. ๐‘๐ž๐ฌ๐ž๐ซ๐ฏ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ข๐ฆ๐ž๐ง๐ญ๐š๐ซ๐ฒ ๐ฌ๐ฉ๐จ๐ญ ๐ญ๐จ๐๐š๐ฒ.

Register now โ†’ tr.ee/qcIZ4N

10/08/2026

Once the paycheck stops, the question changes from โ€œ๐ป๐‘œ๐‘ค ๐‘š๐‘ข๐‘โ„Ž โ„Ž๐‘Ž๐‘ฃ๐‘’ ๐ผ ๐‘ ๐‘Ž๐‘ฃ๐‘’๐‘‘?โ€ to โ€œ๐ป๐‘œ๐‘ค ๐‘ค๐‘–๐‘™๐‘™ ๐ผ ๐‘ก๐‘ข๐‘Ÿ๐‘› ๐‘กโ„Ž๐‘œ๐‘ ๐‘’ ๐‘Ž๐‘ ๐‘ ๐‘’๐‘ก๐‘  ๐‘–๐‘›๐‘ก๐‘œ ๐‘–๐‘›๐‘๐‘œ๐‘š๐‘’?โ€

That answer can involve more than investments alone. Income sources, taxes, spending needs, account types, and timing can all play a role.

The goal isnโ€™t to predict every twist and turn. Itโ€™s to have a thoughtful strategy for the road ahead.

Learn more about retirement planning at packardadvisory.com.

Youโ€™ve spent decades building your wealth. But is your wealth prepared for the next chapter?October is โ€”a timely remind...
10/06/2026

Youโ€™ve spent decades building your wealth. But is your wealth prepared for the next chapter?

October is โ€”a timely reminder that financial planning isnโ€™t simply about accumulating assets. Itโ€™s about making sure the wealth youโ€™ve built can support the life you envision in retirement.

That means looking beyond market performance to the bigger picture: income, taxes, investments, healthcare, longevity, legacy, and the freedom to make meaningful choices along the way.

Because retirement isnโ€™t just about knowing when you can stop working. Itโ€™s about having a thoughtful strategy for what comes next.

For a thoughtful conversation about your retirement and long-term financial strategy, visit packardadvisory.com.

10/02/2026

๐Ÿ“‰ The Fed changed rates. But should that change your retirement plan?

Financial headlines can make it tempting to rethink your strategy every time the economic landscape shifts. But for retirees and pre-retirees, one rate decision is just one piece of a much bigger picture.

In this edition of The Retirement Takeaway, weโ€™re breaking down what changing interest rates can mean for:
โ†’ Cash & CDs
โ†’ Bonds
โ†’ Retirement income
โ†’ Borrowing costs
โ†’ Your broader financial strategy

The goal isn't to react to every headline. It's to understand how changes in the economy may fit into your long-term retirement plan.

Stay informed. Keep perspective. Plan for the bigger picture.

Visit packardadvisory.com to learn more.

09/30/2026

๐Ÿ“‰ Markets go up. Markets go down. That part's guaranteed.

What's not guaranteed is whether your retirement plan can handle it. Watch our 60-second video to see what real risk management looks like โ€” and a few questions worth asking yourself.

Ready to talk it through? Start the conversation with us at packardadvisory.com

๐ŸšจDOORS CLOSING SOON๐ŸšจJoin us TOMORROW NIGHT for a ๐…๐‘๐„๐„ ๐‘๐„๐“๐ˆ๐‘๐„๐Œ๐„๐๐“ ๐–๐Ž๐‘๐Š๐’๐‡๐Ž๐ ๐ŸšจDefusing the Ticking Time Bombs of Your IRAs ...
09/28/2026

๐ŸšจDOORS CLOSING SOON๐ŸšจJoin us TOMORROW NIGHT for a ๐…๐‘๐„๐„ ๐‘๐„๐“๐ˆ๐‘๐„๐Œ๐„๐๐“ ๐–๐Ž๐‘๐Š๐’๐‡๐Ž๐ ๐Ÿšจ

Defusing the Ticking Time Bombs of Your IRAs and 401(k)s with Roth Conversions + 10 Crucial Retirement Fundamentals

๐Ÿ“… Tuesday, September 29 | โฐ 6:30 PM PT

Learn how to:
โœ”๏ธ Unlock more tax-free growth for your retirement accounts
โœ”๏ธ Convert your IRA with confidence and clarity
โœ”๏ธ Build a smarter, more resilient retirement plan

Seats are limitedโ€”donโ€™t miss out! ๐Ÿ‘‰ Reserve your spot now: bit.ly/4hmRXtT

๐Ÿ’ฐ What You Keep Can Matter as Much as What You EarnBuilding wealth takes discipline โ€” protecting it takes strategy. Taxe...
09/25/2026

๐Ÿ’ฐ What You Keep Can Matter as Much as What You Earn

Building wealth takes discipline โ€” protecting it takes strategy. Taxes, market risk, health care costs, and estate planning can all quietly erode a lifetime of savings without the right plan in place.

The good news? A little planning now can help make sure more of what you've earned stays yoursโ€ฆ and goes where you want it to.

๐Ÿ“… Ready to talk it through? Call the Packard Family on 442-222-6444 or visit packardadvisory.com to learn more.

09/23/2026

๐Ÿ“‰ Tariffs are back in the headlines โ€” and so is market volatility.

If you're relying on a 401(k), taking RMDs, or planning your retirement income, now's a good time to check: is your plan built to handle swings like this?

๐Ÿ“… Ready to talk it through? Book your free Get Acquainted Call โ€” at packardadvisory.com

09/21/2026

โฐ๐“๐จ๐ฆ๐จ๐ซ๐ซ๐จ๐ฐ ๐ข๐ฌ ๐ฒ๐จ๐ฎ๐ซ ๐œ๐ก๐š๐ง๐œ๐ž ๐ญ๐จ ๐ซ๐ž๐ญ๐ก๐ข๐ง๐ค ๐ฒ๐จ๐ฎ๐ซ ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ญ๐š๐ฑ ๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ.๐Ÿšจ Join our complimentary LIVE webinar with R. Chris Packard, ๐ฏ๐š๐ฅ๐ฎ๐ž๐ ๐จ๐ฏ๐ž๐ซ $๐Ÿ,๐Ÿ๐ŸŽ๐ŸŽ!

Your IRA and 401(k) may be among your most valuable assets โ€” but without proper planning, future taxes could impact your retirement income and legacy.

But hurry, doors are closing on tomorrowโ€™s webinar: โ€œ๐ƒ๐ž๐Ÿ๐ฎ๐ฌ๐ข๐ง๐  ๐ญ๐ก๐ž ๐“๐ข๐œ๐ค๐ข๐ง๐  ๐“๐ข๐ฆ๐ž ๐๐จ๐ฆ๐›๐ฌ ๐จ๐Ÿ ๐˜๐จ๐ฎ๐ซ ๐ˆ๐‘๐€๐ฌ ๐š๐ง๐ ๐Ÿ’๐ŸŽ๐Ÿ(๐ค)๐ฌ ๐ฐ๐ข๐ญ๐ก ๐‘๐จ๐ญ๐ก ๐‚๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐ข๐จ๐ง๐ฌโ€

Discover:
โœ”๏ธ How Roth conversions work
โœ”๏ธ Why timing matters when considering a conversion
โœ”๏ธ Common mistakes retirees make
โœ”๏ธ How tax planning can play a role in your overall retirement strategy

๐Ÿ“… ๐“๐จ๐ฆ๐จ๐ซ๐ซ๐จ๐ฐ, ๐’๐ž๐ฉ๐ญ๐ž๐ฆ๐›๐ž๐ซ ๐Ÿ๐Ÿ๐ง๐ | ๐Ÿ”:๐Ÿ‘๐ŸŽ ๐๐Œ ๐๐“
๐Ÿ’ป Live Online Webinar

Donโ€™t miss your chance to learn how Roth conversions may fit into your financial plan. ๐‘๐ž๐ฌ๐ž๐ซ๐ฏ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐ฌ๐ž๐š๐ญ ๐ญ๐จ๐๐š๐ฒ: https://tr.ee/IAcBJc

Did you know your Medicare plan can change for next year even if you don't touch a thing?๐Ÿ“ฌ Each fall, Medicare Advantage...
09/21/2026

Did you know your Medicare plan can change for next year even if you don't touch a thing?

๐Ÿ“ฌ Each fall, Medicare Advantage and Part D plans send a letter called the Annual Notice of Change.

It arrives by September 30 and outlines what's different starting January 1: premiums, copays, network doctors, and covered medications.

Most people never open it. A large share of Medicare beneficiaries never compare their options.

Open Enrollment runs October 15 through December 7. Take the time to note what is changing for the coming year.

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