Choose the room and date
Use your clubhouse, activity room, or another community meeting space at a time that fits the resident calendar.
Complimentary resident education for Greater Austin communities
We bring the retirement workshop. Your community shares the invitation.
Michael Kidd leads the educational program. We coordinate the speaker, materials, food, and nonalcoholic drinks with help from verified local partners. Your team chooses the room and date, then sends the approved invitation.
- 60 minutesIncluding resident questions
- No community budgetLocal partners help fund approved refreshments
- No resident listFollow up is always voluntary
Your presenter
Meet Michael Kidd, AIF®
Financial Representative and Financial Advisor
Michael has worked in financial services since 2018. He works with busy professionals, people navigating transitions, and business owners. His approach is practical, personalized, and focused on helping people make informed financial decisions.
FINRA Series 6, 7, 63, and 66 registrations
Accredited Investment Fiduciary designation
Texas life insurance license
Cedar Park office serving Greater Austin
View Michael's official firm profile
Common host questions
What community teams usually want to know.
Is this a product presentation?
No. The program is educational and centers on retirement planning decisions. It does not include a product presentation or individualized recommendations.
Do we have to provide resident contact information?
No. The community does not need to provide a resident list. Any resident who wants a private conversation may contact the firm voluntarily.
Will our community need a budget for food or drinks?
Our plan is for local partners to help fund approved food and nonalcoholic drinks, so the community does not need to use its own budget. Funding and event arrangements are confirmed before the program is promoted.
Can the presentation be adjusted for our residents?
We can coordinate timing, room format, and resident communication with your team. Material changes to the educational content require firm review and approval.
What does the program cost residents?
There is no cost to residents to attend the proposed program.
A simple role for your team
Your community shares the invitation. We handle the rest.
No community budget is planned. Your team helps select the room and date, then sends the approved invitation through the communication channels residents already use.
Send the approved invitation
We provide ready to use event copy. Your team shares it through the community email, newsletter, calendar, or resident portal.
Welcome your residents
Your team opens the room and welcomes attendees. The community does not need to provide its resident contact list.
We coordinate the program
We arrange the speaker, materials, room setup, and approved food and nonalcoholic drinks with support from local partners.
Supported by local partners
Food, drinks, materials, and the speaker are coordinated for you.
Verified local partners help cover approved food and nonalcoholic drinks. We coordinate the details so the community can focus on giving residents a useful educational opportunity.
Your communityProvides the room when available, selects the date, and shares the approved message.
Our teamCoordinates the speaker, educational materials, event setup, food, and drinks.
All funding, refreshments, promotional materials, and event arrangements remain subject to community policy, partner confirmation, and required firm approval.
Verified local partners
Ready for your resident communications
We provide the invitation and the take home checklist.
Your team receives approved copy for the community email, newsletter, calendar, or resident portal. Residents receive a practical checklist they can keep.
Subject: Retirement education program on [DATE]
Join us for The Retirement Paycheck: Seven Decisions to Review Before Leaving Work, presented by Michael Kidd, AIF®.
The program covers household spending, retirement income sources, Social Security timing, health coverage, withdrawal order, tax coordination, and investment risk.
- Date
- [DATE]
- Time
- [TIME]
- Location
- [COMMUNITY ROOM]
Attendance is complimentary. The program is educational and does not include a product presentation.
What residents take home
A checklist built for the next decision.
Residents mark each topic as clear, needs review, or not sure. The handout helps them identify one fact or question to address next.
- No account numbers or personal documents needed
- No completed copy is collected
- Seven connected retirement decisions
Suggested event flow
A focused 60 minute program
10 minutesArrival and refreshments
5 minutesCommunity welcome
30 minutesEducational presentation
10 minutesResident questions
5 minutesChecklist and optional next steps
What we provide
A complete host package
- Presentation and speaker materials, subject to required firm approval
- Printed retirement decision checklist
- Event description for your calendar or newsletter
- Room setup and equipment coordination
- Partner funded food and nonalcoholic drinks when approved
- Optional private conversation path for residents
EducationalNo product presentation
LocalGreater Austin and Cedar Park
CompleteSpeaker, materials, and host support
FlexibleMorning, midday, or evening
The resident experience
One useful conversation. Seven connected decisions.
Residents do not need another stack of general retirement information. They need a way to identify which decisions are clear and which questions still deserve attention.
Spending
Estimate what the household expects to spend once work income stops.
Income sources
Organize the accounts, pensions, benefits, and other income that may support retirement.
Social Security
Review how different starting dates can affect household income over time.
Health coverage
Identify possible coverage gaps before Medicare and costs the household budget may carry.
Withdrawal order
Consider which accounts may provide income first and what may remain invested for later.
Tax coordination
Recognize where withdrawal and income decisions may create tax questions for a qualified tax professional.
Investment risk
Ask whether the investment mix supports near term income needs and longer term goals.
Program options
Choose the conversation that fits your residents.
The Retirement Paycheck is the current featured program. Additional focused topics can be prepared within approved educational materials.
The Retirement Paycheck
Seven decisions to review before leaving work, from spending and income sources to taxes and investment risk.
Retirement Income After Work
A practical review of withdrawals, recurring income, spending changes, and questions that may deserve attention after retirement begins.
Social Security Timing
Questions households can review when comparing possible claiming dates with spending, other income, and the accounts that may cover a gap.
Program titles and material changes remain subject to required firm review and approval.
Bring the program to your community
Discuss a workshop date for your community.
Send the community name, approximate attendance, preferred month, and best contact. We will explain the program and coordinate the next planning step.