Free Dallas retirement education event|November 12, 2026|Fretz Park Library
With Blaise D. Tamo · Lifeline Legacy Financial Group
Retirement Income Explained
You Spent Years Building Your Retirement Savings. Now Learn How to Turn Them Into a Retirement Paycheck.
Retirement changes the financial questions you need to answer. It is no longer only about how much you have saved. It is about how your savings, Social Security, pensions, and other income sources work together to support the retirement you want.
Join Blaise D. Tamo for a free educational event in Dallas. Choose the hands-on afternoon workshop, the evening seminar, or attend both.
- Understand how retirement income works.
- Identify important risks and planning decisions.
- Leave with clearer next steps for your retirement.
- Date
- Thursday, November 12, 2026
- Sessions
- Afternoon Workshop · 2:00 PM to 5:00 PM
Evening Seminar · 5:00 PM to 7:00 PM
Central Time
Reserve My Free SeatChoose your retirement experience
Two Ways to Learn. One Important Retirement Conversation.
Option A · The Afternoon Workshop
2:00 PM to 5:00 PM
Build Your Written Retirement Paycheck Plan
A practical working session to organize your retirement income picture and work toward a first-draft retirement paycheck plan.
Participants will work through:
- Monthly retirement income needs.
- Social Security, pension, and other dependable income sources.
- Retirement savings and account inventory.
- Potential retirement income gaps.
- An initial withdrawal sequence.
- Important risks and planning questions.
Takeaway: Leave with a first-draft retirement income map and a list of decisions to review.
Reserve Workshop SeatOption B · The Evening Seminar
5:00 PM to 7:00 PM
Retirement Income Explained
An educational presentation on how Social Security, pensions, retirement savings, taxes, withdrawal decisions, and retirement risks interact.
Explore:
- Why a retirement account is not automatically a retirement paycheck.
- How Social Security and pensions fit into retirement income.
- The role of withdrawal order and tax considerations.
- Inflation, market volatility, and longevity.
- How income needs change throughout retirement.
- Survivor income and family protection considerations.
Takeaway: Understand the major retirement income decisions and the questions to ask before choosing a strategy.
Reserve Seminar SeatOption C · Both Sessions
Attend the workshop and the seminar · 2:00 PM to 7:00 PM
Build your first-draft income map in the afternoon, then see the bigger retirement income picture in the evening.
Why this matters
You May Have a Retirement Portfolio. But Do You Have a Retirement Income Plan?
Saving for retirement and planning retirement income are different jobs. During your working years, the focus is on building assets. In retirement, those assets, along with Social Security, pensions, and other sources, need to be organized into income you can understand and follow.
Saving for retirement
How much am I accumulating?
→
Planning retirement income
Where will my monthly income come from, how long might it need to last, and how will my income sources work together?
This event is educational. It explains the questions and trade-offs involved. It does not promise any particular income, investment performance, or financial outcome.
Before you retire
Five Questions Worth Answering Before You Retire
- 01
How much monthly income will I need?
- 02
When should I consider starting Social Security?
- 03
Which retirement accounts might I draw from first?
- 04
How could taxes, inflation, and market downturns affect my retirement?
- 05
What happens to my spouse or family if something changes?
Save My Seat
Meet your presenter
Blaise D. Tamo
Founder & CEO, Lifeline Legacy Financial Group
Blaise D. Tamo founded Lifeline Legacy Financial Group to help families, retirees, and business owners better coordinate the financial decisions that affect their future.
Through the Continuity Bridge™ Framework, his work focuses on three principles: Continuity, Certainty, and Legacy.
His educational approach begins with understanding people’s circumstances, identifying gaps, and helping them organize the decisions that deserve attention before choosing financial solutions.
Protecting Families. Building Legacies.
Blaise D. Tamo is a licensed insurance professional. He is not a registered investment adviser and does not offer securities or investment advisory services.
Who should attend?
This Event Is For You If...
- You expect to retire within the next 5 to 10 years.
- You recently retired and want a clearer income strategy.
- You have retirement accounts but no coordinated written income plan.
- You are uncertain how Social Security, taxes, and withdrawals fit together.
- You want to better understand risks to your retirement income.
- You want practical financial education without a commitment to purchase anything.
Open to the public. There is no minimum asset requirement to attend.
What to expect
Come With Questions. Leave With More Clarity.
This is an educational event. You will hear plain-language explanations, see how the pieces of retirement income fit together, and have time to ask questions.
Workshop attendees may bring general information about their retirement income goals, monthly expenses, and income sources to work with during the session.
Please do not bring or share account numbers, Social Security numbers, passwords, or financial statements. This registration form never asks for them.
Questions
Frequently Asked Questions
Is the event free?
Yes. Admission is free for both sessions. Registration is required so we can plan seating and send your confirmation.
Can I attend only the evening seminar?
Yes. Choose “Evening Seminar | 5:00 PM to 7:00 PM” when you register. The seminar stands on its own.
Can I attend the afternoon workshop and evening seminar?
Yes. Choose “Both Sessions | 2:00 PM to 7:00 PM.” The workshop runs from 2:00 to 5:00 PM and the seminar follows from 5:00 to 7:00 PM.
Should I bring my spouse or a guest?
You are welcome to. Retirement income decisions often affect both partners. You can register one guest on the form, and your guest is included in your seat count for the same session.
What should I bring to the workshop?
Bring your questions, and if you like, general information about your retirement income goals, monthly expenses, and income sources. Do not bring or share account numbers, Social Security numbers, passwords, or financial statements.
Is this an educational event or a sales presentation?
This is an educational event. The focus is on how retirement income works and the questions worth answering. Attending does not create any obligation to purchase anything.
Will I receive individual financial advice?
No. The event provides general education only, not individualized financial, investment, legal, or tax advice. If you would like to talk about your own situation afterward, you can request a separate Continuity Review. Learn about the Continuity Review.
Where is the library located?
Fretz Park Branch Library, 6990 Belt Line Road, Dallas, TX 75254. Open in Google Maps.
Your Retirement Deserves More Than Guesswork.
Join us November 12 in Dallas for a practical conversation about turning retirement savings into an organized retirement income plan.
Reserve My Free Seat- Date
- Thursday, November 12, 2026
- Sessions
- Afternoon Workshop · 2:00 PM to 5:00 PM
Evening Seminar · 5:00 PM to 7:00 PM
Central Time
Questions or prefer to register by phone? Call 972-764-8516.
This event is for general educational purposes only and does not provide individualized financial, investment, legal, or tax advice. No specific retirement outcome is guaranteed. Lifeline Legacy Financial Group is an independent event organizer. Use of the library venue does not imply endorsement by Dallas Public Library.
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