How to Create a Tax-Efficient RMD Strategy and Preserve Your Retirement Wealth
✓ Reduce risk, lower taxes, and protect your wealth.
✓ Attend the webinar and get your personalized review, free.
✓ Walk away with practical strategies you can use now.
Click the button to secure your spot!
Join Us As We Discuss:
Deadlines to watch: When you have to take money out of your retirement accounts and what the penalties look like if you miss.
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How it’s figured: The formula behind required withdrawals and the few exceptions that might apply.
Taxes and withdrawals: The way these payouts affect your tax bill and how to soften the impact.
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What to do with the money: Options for using your withdrawals wisely, including how it works if you leave accounts to family.
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Planning ahead: Simple strategies to stay on top of the rules and keep your retirement steady.
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Pricing for Educational Webinars and Seminars
Other Advisors
Mark R. Scherer, ChFC
$400 – $1,200+ Per Attendee
Complimentary — Truly Free
Most expensive events are generic, offering little actionable insight or personalized guidance, leaving you with unclear next steps and no real improvement to your retirement plan.
A focused, under-one-hour live session with one expert who breaks down your RMDs and Taxes, plus a live Q&A — all personalized and no sales pressure.
Mark R. Scherer
ChFC
Financial planning is a very personal process and Mark Scherer treats everyone as an individual. Mark’s clients have dreams for their futures, and he has a deep and ongoing passion to help them fulfill those dreams. He is focused on helping people find and develop solutions for their financial futures. Since Mark specializes in retirement planning, he is a true believer in goals.
He has been in financial services for over forty-three years, and he loves that he can provide people with protection for themselves and their loved ones. When you are not worried about the future you can enjoy the present knowing that you can grow your money and that you can navigate hurdles that may arise. He has strategies that can help with guaranteed income, and safe- money strategies.
Mark is a financial advisor that is held to strict fiduciary standards. This means he must always act in the best interest of his clients and disclose any conflict of interest while also providing relevant facts and finding a financial plan that works for each person. His first step is to sit down with a potential client and get to know their hopes and dreams and how he can map out a solution for their long-term goals.
His greatest reward is seeing his clients breathe a sigh of relief when they know that their financial future is in good hands. Happily, Mark wants to take the extra time to earnestly educate and allow clients to understand the process and solutions for their individual needs. He is able to offer his client’s state-of-the-art and leading-edge problem solving to find the best strategies for their particular needs. Mark considers different individual perspectives and feels that it very important to have someone to help navigate through these unpredictable times.
Mark enjoys spending time with Mary Lou, his wife of forty-four years, and helping those in need in his community. He is particularly proud of their son Scott, a graduate of the US Naval Academy. Scott skippered a racing yacht for the Varsity Offshore Sailing Team while at the USNA. Scott served in the Navy on submarines for 10 years and now is in business development with Lockheed Martin in Dallas.
When the weather is good, you will find Mark on Lake Manawa enjoying his passion, racing his Nacra 5.2 catamaran sailboat. Mark and Mary Lou enjoy sailing their Flying Scot sailboat on Sunday afternoons. Mark is Commodore of the Eastern Nebraska Sailing Association and is active at the Lake Manawa Sailing Association. He has served on several homeowner’s associations now and in the past.
Frequently Asked Questions
Who is this webinar designed for?
It’s for anyone who wants straightforward, practical guidance on managing and optimizing their RMDs and Taxes.
How long is the webinar?
The session runs less than an hour and includes expert advice plus a live Q&A to answer your specific questions.
Is the webinar truly free?
Yes, it’s completely free with no commitments. Plus, attendees receive a complimentary personalized RMD review.
Ready to Take Control of Your Retirement Savings?
Register for our Upcoming Webinar to Reserve Your Spot!
Upcoming Webinar
Monday, June 29th at 6:30 PM CT
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Mark R Scherer, ChFC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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