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Free Retirement Masterclass


A clear, numbers‑driven framework for turning your savings into reliable income, lower lifetime taxes, and a clear legacy plan.

 

If you’re 55+ with $500,000 or more saved, this is for you.
 

You’ve done the hard part: you built the nest egg.

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Now the questions are:
 

  • When should I actually take Social Security?
     

  • How much can we safely spend without worrying every time the market drops?
     

  • What will RMDs and future tax rates really do to our income and legacy?
     

  • Is our estate set up to be simple and private… or a mess for our kids?
     

This free on‑demand video Masterclass shows you how to connect all those moving pieces into one coherent plan.
 

No products. No hype. Just a clear framework and live software examples.

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What you’ll learn inside the Retirement Masterclass
 

In about 60–75 minutes, you’ll see:

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1. Social Security Timing (Beyond “Just Wait Until 70”)

  • Why there is no universal best age to claim

  • How health, longevity, spousal benefits, and other income change the answer

  • A live example of Social Security optimization using professional planning software
     

2. Safe Spending & Market Risk (Sequence of Returns)

  • How two retirees with the same average return can end up with very different outcomes

  • Why a rigid 4% rule can still fail in real life

  • The guardrail system that adjusts your “retirement paycheck” up or down based on how your portfolio is actually doing
     

3. The Retirement Tax “Time Bomb”

  • How traditional 401(k)s and IRAs plus RMDs can quietly back‑load your tax bill

  • What the 10‑year rule for inherited IRAs means for your kids and grandkids

  • How Roth conversions and, in some cases, permanent life insurance can reshape lifetime taxes

  • A live demo of Roth conversion planning in the software
     

4. Estate Planning 101 
 

  • The 4 core documents that do 90% of the work (and what each actually does)

  • Probate vs non‑probate: which assets go through the courts, and which don’t

  • A simple, repeatable checklist to keep control, privacy, and speed on your side
     

Who this Masterclass is designed for?
 

This Masterclass is a strong fit if you:

  • Are 55 or older

  • Have at least $500,000 in investable assets (401(k), IRAs, brokerage, etc.)

  • Want to replace your paycheck with reliable, rising retirement income

  • Care about tax efficiency and not leaving a mess for your heirs

  • Prefer calm, fiduciary guidance over hype and product pitches
     

If that’s you, you’ll feel like this was built for your exact situation.
 

I’m Zach Poitra, a fiduciary financial advisor based in Colorado Springs and founder of Imprimis Wealth.

  • 14+ years experience in finance; both on Wall Street as an institutional stockbroker and as an investment advisor for individuals such as yourself.

  • We specialize in retirement income, tax, and legacy planning for households with $500,000–several million saved

  • Imprimis Wealth is an independent advisor under Foundations Investment Advisors (approx. $9.5B AUM), combining institutional resources with boutique, one‑on‑one service
     

In the Masterclass, I’ll show you the same planning software and frameworks I use with clients, so you can see the mechanics behind a real retirement plan—not just theory.

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Watch the Retirement Masterclass Free

Enter your information below to get instant access to the full video:

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You’ll receive:

  • Immediate access to the Retirement Masterclass video

  • A follow‑up email with a link to watch or re‑watch on your schedule

  • Details on how to request a free Social Security & Tax Snapshot if you’d like to go deeper

Disclosure:
This Masterclass is for educational purposes only and does not constitute personal tax, legal, or investment advice. Always consult with a qualified professional who understands your full situation before making major financial decisions.

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7680 Goddard St., Suite 204
Colorado Springs, CO
80920

zach@springsadvisor.com

(719) 654-0008

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Investment Advisory Services offered through  Foundations Investment Advisors, LLC, a SEC Registered Investment Advisor. Imprimis Wealth and  Foundations Investment Advisors, LLC are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Insight Folios Colorado and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by  Foundations Investment Advisors, LLC.

Fee based financial planning and investment advisory services are offered by  Foundations Investment Advisors, LLC, a SEC Registered Investment Advisor.  Foundations Investment Advisors, LLC may only transact advisory business in those States in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Zachary Poitra is an Investment Adviser Representative of  Foundations Investment Advisors, LLC.  Foundations Investment Advisors, LLC is not an insurance agency and does not sell or offer insurance products. Imprimis Wealth may offer or sell insurance products to clients in its role as a licensed independent insurance agency.

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