Thursday, August 27 at 07:00 PM EST
A 90-minute strategic briefing for executives within 10 years of retirement, how to reduce tax exposure, protect your income from market loss, and build a positioning plan that works as hard as you did.
This is not a general retirement webinar. This is a working briefing for executives who have accumulated wealth and need to know if it's positioned to last. You'll leave knowing exactly where your gaps are and what to fix before retirement.
Ask yourself: "Have I accumulated enough that losing it would change my retirement?"
If the answer is yes, this briefing is for you.
Building wealth and positioning wealth are two different things. Most executives have accumulated significant assets, but their money is positioned for accumulation, not for retirement.
If your money is in tax-deferred accounts, you're sitting on a liability that grows every year. When you withdraw, the government takes their cut, and taxes are projected to rise.
If the market drops 30% the year you retire, your $800K becomes $560K. You can never recover that time. Your retirement timeline makes you the most vulnerable investor.
Your paycheck stops. Your expenses don't. Without a positioned income strategy, you're withdrawing from principal every month — and principal runs out.
8 critical checkpoints are quietly shaping your retirement outcome right now.
You won't find them online. They're revealed live, during the briefing.
Checkpoint 01
Checkpoint 02
Checkpoint 03
Checkpoint 04
Checkpoint 05
Checkpoint 06
Checkpoint 07
Checkpoint 08
All 8 checkpoints are unlocked live during the briefing. No replays. No shortcuts.
How to build a retirement income strategy that doesn't depend on market performance, so you can retire knowing your income is guaranteed.
The 3 retirement positioning gaps most executives have and don't know about, including tax exposure, sequence risk, and income timing.
How to position your assets so you never lose money in a market downturn, while still capturing market upside.
The 5 mistakes executives make in the final 10 years before retirement, and the positioning adjustments that prevent them.
Real case studies of executives who repositioned their retirement and changed their financial trajectory in 90 days.
From Managing $92 Million to Managing Your Retirement
Shateka Husser is an Army Officer combat veteran turned retirement positioning strategist. She managed a $92 million annual P&L (profit and loss) as a corporate leader before dedicating her career to helping other executives position their retirement with the same precision she applied.
Licensed in 22 states. Voted Retirement Planning Firm of the year (in New Jersey) 2023. Has helped hundreds identify the gaps in their retirement positioning, and close them before retirement.
This isn't a "beginner's guide." This is an executive briefing from someone who's been in the executive seat.
Executive Client
"I met Shateka at a Black Expo event. I was hesitant at first. But I realized I needed financial security and someone knowledgeable. She made it simple. I learned about retirement accounts I didn't even know existed."
Executive Client
"She was knowledgeable and a very patient listener. She helped me create a financial solution for my pressing retirement concerns. I would recommend her without reservations."
Double Retired Client
"Husser Financial Solutions rocks! Sound advice. Excellent customer service. I highly recommend to anyone seeking financial solutions and options."
This briefing is limited to 50 executives. Not 500. Not 5,000. Fifty, because the work after this briefing requires personal attention, and we only take 10 new clients per month.
If you're within 10 years of retirement, every month you wait could cost you $2,000 to $5,000 in lost positioning.