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Retirement Income Toolkit
Lunch & Learn

Lunch is on us. Let’s talk retirement.

A relaxed, practical workshop designed to help you understand what it really takes to retire with confidence.

FEI

FEI team—you’re invited. Join us for a relaxed, informative lunch where we’ll walk through the key questions every smart retiree needs to answer before leaving work behind.

Let us know you're coming!

Most people don’t need more information—they need clarity. 

 

You’ve worked hard, saved consistently, and tried to make wise financial decisions along the way.

But as retirement gets closer, the questions get bigger:

  • Will I actually have enough?
  • How will I turn my savings into income?
  • What about taxes, Social Security, and market risk?

This lunch isn’t about overwhelming you with information—it’s about helping you think clearly about what comes next.

WHAT YOU’LL LEARN

  • How to turn your savings into a reliable income stream
  • The most common retirement mistakes (and how to avoid them)
  • Key decisions that impact your retirement timeline
  • Smart strategies for Social Security and taxes
  • How to know when you’re truly ready

About Gate City Advisors

At Gate City Advisors, we help individuals and families make wise financial decisions—especially as they approach and enter retirement.

We work with many professionals across industries, including engineering, manufacturing, and business leadership, helping them navigate the transition from saving to living off their investments.

Our approach is personal, thoughtful, and built around your real life—not just your numbers.

Meet our Team

Come with questions. Leave with clarity.

Whether retirement is right around the corner or still a few years away, this is a simple step toward feeling more confident about your future.

We’d love to have you join us.

FEI

FEI team—you’re invited. Join us for a relaxed, informative lunch where we’ll walk through the key questions every smart retiree needs to answer before leaving work behind.

Let us know you're coming!

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-DisclosuresÂ