McCune Whiteley Wealth Management

Complimentary retirement workshops for Greater Austin communities

Give residents useful retirement education and a reason to come together.

Bring The Retirement Paycheck to your community. We coordinate the complimentary, approximately one hour program, resident materials, setup, and hosted meal. Your community provides the space, shares the invitation, and manages RSVPs.

Request a complimentary resident workshop See the resident benefit
Illustrative scene of younger and middle aged neighbors gathering in a community clubhouse
  • No community budgetProgram, meal, and materials coordinated
  • Education firstNo product presentation
  • Resident privacyNo resident list required

Why residents need it

Plan for the transition to retirement and the years after.

Illustrative scene of working age neighbors and an older adult reviewing planning questions together

Featured resident enrichment event

The Retirement Paycheck

Seven Decisions for Life After Work

Illustrative community learning setting

Residents approaching retirement or already retired explore how seven retirement decisions connect, identify what deserves attention, and learn alongside neighbors.

About one hourEducation, questions, and resident materials
Hosted gatheringA meal or refreshments can be coordinated
Simple to hostProvide the space and share the invitation
Request a complimentary resident workshop

Final content, food, beverages, promotional materials, and event arrangements remain subject to community policy, partner confirmation, and required firm approval.

Your workshop hosts

Meet Michael Kidd, AIF®, and Jake Song.

Michael and Jake lead the workshop together. They connect the investment, retirement income, and tax aware decisions residents may need to coordinate as work becomes optional.

Michael Kidd, AIF

Michael Kidd, AIF®

Financial Advisor

Michael has worked in financial services since 2018. He brings a practical planning approach focused on investments, retirement decisions, and helping people understand what deserves attention next.

  • FINRA Series 6, 7, 63, and 66 registrations
  • Accredited Investment Fiduciary designation
Learn more about Michael
Jake Song meeting with clients

Jake Song

Financial Advisor

A military veteran, Jake works with pre retirees, business owners, young families, and technology professionals. He focuses on retirement planning and tax aware decisions coordinated with each resident's tax professional.

  • FINRA Series 7, 65, and 66 registrations
  • Life and health insurance license
View the firm team

The workshop provides general education and does not provide tax advice.

Resident trust

Education first. Residents remain in control.

The program is designed to be useful without turning the community gathering into a sales presentation.

Is this only for 55+ communities?

No. HOAs, neighborhood groups, and residential communities can host the workshop for residents approaching retirement or already retired. The topic should fit the residents who choose to attend.

Is this a sales presentation?

No. Michael and Jake lead a general education program about connected retirement decisions. The group event does not include a product presentation or individual recommendations.

What happens after the event?

A resident may choose to contact the firm for a private conversation. Follow up is voluntary and initiated by the resident.

Do we have to provide resident contact information?

No. Your community manages invitations and RSVPs. You may share an estimated attendance count, but no resident list is required.

Will our community need a food or event budget?

No community budget is planned. Funding, the menu, and other event arrangements are confirmed before the program is promoted.

A community lifestyle manager and educational presenter reviewing a simple event plan
Illustrative host planning setting

How it works

The community provides the space and helps invite residents. We prepare the event.

Choose a preferred date, reserve the clubhouse or meeting room, and share the approved invitation through your resident channels. We coordinate everything else.

1

Choose a preferred date

Select a date and time that fit your resident calendar.

2

Reserve the community space

Use the clubhouse or another community gathering space.

3

Share the invitation

We provide ready to share email, portal, calendar, newsletter, flyer, and reminder copy. Your community manages RSVPs and shares an estimated headcount.

Us

We prepare and coordinate the event

Workshop hosts, program, resident materials, setup plan, meal, and nonalcoholic beverages.

Supported by local partners

A welcoming meal makes it easier to gather.

A meal or substantial refreshments and nonalcoholic beverages can be coordinated based on the event time. The community does not need to provide a food budget. Funding and the menu are confirmed before promotion.

All funding, refreshments, promotional materials, and event arrangements remain subject to community policy, partner confirmation, and required firm approval.

Verified local partners

Cedar Park Chamber of Commerce Austin Chamber of Commerce
Coffee, water, fruit, sandwiches, and pastries prepared for a community educational event
Illustrative scene of younger and middle aged neighbors sharing food at a community gathering

Simple for your community

You choose the date and room. We prepare the rest.

Give residents a useful enrichment event without asking your team to build another program from scratch.

We prepare

  • Retirement education and presenter
  • Invitation, flyer, and reminder copy
  • Dinner or substantial refreshments, confirmed in advance
  • Attendee guides and educational materials
  • Event plan and setup coordination

Your community provides

  • 01A preferred date
  • 02A community room
  • 03Invitation distribution and RSVPs
Partner supportedFood and beverages confirmed before promotion
About one hourEducation and general questions
Education firstNo product presentation or resident list

A reason to gather

A useful conversation residents can continue together.

Residents learn alongside neighbors navigating similar retirement decisions. The workshop gives them a shared topic, room for general questions, and a practical guide they can review privately after the event.

Illustrative scene of working age neighbors reviewing a workshop guide together
  • 01Spending plan
  • 02Retirement income
  • 03Social Security
  • 04Health coverage
  • 05Withdrawal order
  • 06Tax coordination
  • 07Investment risk

Private group education. Residents can participate without sharing personal finances. No account numbers or personal documents are needed.

Resident value management can share

Give residents something useful today and prospects a clearer picture of life here.

Illustrative scene of a community coordinator showing younger residents and an older neighbor a meeting room
01

A better resident experience

Useful education, a welcoming meal, and another opportunity to connect with neighbors.

02

Easier programming for your team

We prepare the presenter, promotion, materials, meal, and event plan.

03

A community story worth sharing

Approved calendars, newsletters, tours, and follow up can feature the programming your community makes available.

Calendar listing Resident enrichment event
Newsletter copy A useful event for residents
Tour talking point Show how residents gather

Community Promotion Kit

Ready to share materials for the channels you already use.

We provide the copy and artwork. Your community approves it, sends it, and stays in control of resident communication.

  • Resident email and reminder copy
  • Calendar and newsletter description
  • Printable and digital flyer
  • Optional recap and tour talking point

Your community decides what is shared. Resident privacy remains protected.

Request the event

Bring useful retirement education to your residents.

Give residents an informative event, a welcoming meal, and another reason to connect with their community. Your community provides the space and shares the invitation. We coordinate the program.

Request a complimentary resident workshop Call 512 960 4900