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

Mark R. Scherer Financial invites you to a free live webinar focused on Required Minimum Distributions (RMDs) and strategic tax planning designed to help you keep more of your hard-earned retirement income. No jargon, no sales pressure—just clear, practical insights you can actually use.

Mark R. Scherer, ChFC, Financial Advisor and Founder, specializes in helping individuals and families transition from wealth accumulation to reliable retirement income generation. In this webinar, Mark will break down how RMDs under current SECURE Act regulations affect your overall tax strategy, reveal common distribution mistakes retirees often make, and share actionable approaches—such as strategic Roth conversions and income planning—to help you minimize unnecessary tax drag, protect your portfolio, and feel confident in your financial future.

• 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 Mark R. Scherer, ChFC of Mark R. Scherer Financial

100%

FREE

No Obligation

WHAT WE'LL COVER

These are the RMD and tax planning challenges Mark helps retirees navigate every day — and the practical strategies that can help you keep more of your retirement savings.

When you have to take money out of your retirement accounts, key dates to remember, and what the penalties could look like if you miss an RMD deadline.

The formula behind required withdrawals, how your balance and age determine your RMD, and the exceptions that may apply to your situation.

The way RMDs can affect your tax bill, Medicare premiums, and other retirement income—and strategies that may help reduce the impact.

The costly RMD errors retirees make most often, including missed withdrawals and calculation mistakes, and how to avoid them.

Smart options for putting your required withdrawals to work, whether you're spending, reinvesting, or planning to leave assets to loved ones.

Simple strategies to stay ahead of changing RMD rules, coordinate your withdrawals with your overall retirement plan, and help preserve more of your wealth.

YOUR HOST

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.

Learn more about us at our website

WHY ATTEND

1. Most RMD and Tax Mistakes Are Completely Avoidable
   With the right information, many of the most costly Required Minimum Distribution and retirement tax mistakes 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, changing RMD ages, and evolving tax rules, retirement planning looks different than it did just a few years ago. What worked before may not be the best approach today.
   
   
3. One Wrong Move Can Affect You For Years
   A missed RMD, an unexpected tax bill, or poor withdrawal timing isn't just a one-time setback. It can impact your taxes, Medicare premiums, and retirement income for years to come.
   
   
4. You Worked Too Hard to Pay More in Taxes Than Necessary
   Mark Scherer has seen it happen — retirees who spent decades building their savings only to lose more than necessary because they didn't understand the rules. This webinar is designed to help you avoid those costly mistakes.

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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