Want to know if your Income will be sustainable in retirement?Â
Come join us in theÂ
Retirement Income Decision Room
for PhysiciansÂ
for our LIVE Virtual Masterclass!
TUESDAY - MARCH 31st - 4pm-8pm EDT
What if you could take an additional $100,000 of income in retirement but just not know it yet?
Wouldn't you want to know?
Kevin will uncover 4 ways retirees set up income and how NOT to make mistakes with your income stream once your paycheck stops.
Do you have an Income System? Where do you draw your income from 1st, 2nd, 3rd?
If you mess it up at the beginning, it will cost you way more than you think....thousands!
We'll provide the tools, PDFs, resources, and even access to our online course:Â "Building Your Retirement Income Strategy"
The Retirement Income Decision Room for Physicians -Â Â Masterclass
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âś…Â There's No Need For You To Operate On Your Own Income
We will kick off this EXCITING 4-hr Masterclass with the understanding that you are not alone and you do not have to work overtime in the Income Operating Room curing your own income illness. You won't believe how quickly an Income System can set you free to get back to the life you're looking to live! We do what we do so you can do what you do! (Kevin Sullivan)
âś…Â The Income System
This is high level strategy, a time-tested strategy made simple, explainable, and teachable! We reveal the exact steps to plan and execute your own Income System using our step-by-step system. Plus, you will discover that you can actually do this! Many of you will be be able to teach this to your friends and colleagues on a napkin in a restaurant as a result of what you're about to learn! This is one of the huge benefits of the simplicity to explain. Â
âś…Â Where To Draw Your Income 1st, 2nd, 3rd in PhasesÂ
No more hit and miss of when and where to draw your income and from what accounts. You'll learn how to set up your income for the time frame in which you need it back. Other income will grow until you need it, and we'll uncover the strategies in the Income System that will allow you NOT to make emotional decisions that can wreck your entire life savings.Â
Wouldn't it be nice to have clarity?Â
To know where you're at?Â
What if you could take an extra $100,000 of annual income and just not know it yet?
âś…Â World-Renown Speaker - Don Connelly
Speaker, Mentor & Trusted Voice for Investors
Don Connelly has spent more than four decades helping Financial Advisors and their clients make sense of complex financial decisions. Known worldwide as a gifted storyteller and speaker, Don has a rare ability to simplify complexity and create clarity when uncertainty is high.
He has addressed audiences across North America, Europe, Africa, and Asia, guiding advisors and families through both opportunity and disruption. His stories and analogies don’t just explain investing — they help people feel confident, understood, and secure in the decisions they make.
âś… "Done For You Offer"
Once you understand the Income System, how it works and why it is so vital to your success, we will invite you to a "Done For You offer" that will put your numbers into the Income System and then we'll Stress Test it back over 60 years for confidence. As a further bonus, we'll also show you the investments to back it up - more details to follow
Meet Your Host, Kevin Sullivan
Kevin Sullivan, AIF® has been a wealth advisor since July 1989 when the (Dow Jones Industrial average was 2,653 - 7/27/1989) helping clients and physicians with their financial needs and strategies. From his early days with The Prudential, to being an Investment Executive with KeyCorp’s (McDonald Investments), a Wealth Advisor with Bank of America Securities, to opening his own practice in serving physicians from 2007-2025.
He partnered with the acclaimed and highly rated, Warner Wealth, a Registered Investment Advisory firm (warnerwm.com) to continue delivering financial solutions, strategies and educational content to physicians, aiming to serve them at even higher levels.
Kevin's extensive work with physicians, for the past three decades and specializing in the medical community, brings a specific skill set of understanding of their unique needs. Doctors who own medical practices are also business owners, and that’s the epicenter of the work Kevin passionately pursues.
- He’s an Accredited Investment Fiduciary, AIF ®
- He's an author of the book: “Managing Income in Retirement”
- He’s the creator of the podcast: Physician Wealth Meds – A Wealth Podcast for Doctors
- He’s also designed an online course for doctors: “Building Your Retirement Income Strategy”
Keynote Speaker, Don Connelly
Don Connelly is perhaps the financial industry’s most successful speaker, story teller, motivator and mentor to Advisors. His career on Wall Street spans more than 50 years and includes positions as stock broker, financial planner, branch manager, wholesaler, national sales manager and for nearly 19 years, company spokesperson, Senior V. P. and Senior Marketing Officer for an internationally renowned money management firm.
Don has lectured to tens of thousands of investors and financial services professionals in large cities, small towns, boardrooms, and universities. Audiences at England’s Cambridge University, Harvard, Wharton School of Business, Chapman College and Pepperdine have all benefited from his presentations. He’s shared his wisdom with Investment professionals abroad in New Zealand, Australia, Spain, Canada, England, Ireland and South Korea. In the past few years he has given several presentations to the prestigious Million Dollar Roundtable as both a main platform and workshop speaker. Each of his audiences is left with great ideas and a memorable experience.
Keynote Speaker - "Dr. Tony" Anthony Calandro
Â
Dr. Tony is a Physician, Personal Injury Specialist, Founder of PI Doctors Elite Community with Dr. membership crossing 4,200 personal injury doctors which is one of the largest Facebook community group of doctors!
He's the author of the books:Â "A Doctor's Challenge - from Adversity to Strength," and "THINK And Be Successful."
He's been in practice for over 40 years and is asked to speak at many major events because of his enthusiasm and motivation he provides. He has a wealth of experience that he is passionate about sharing with other doctors and is well respected in the industry.
What If In One Single Training You Finally Gained the Knowledge and Confidence to put aside the confusion; wondering if you'll have enough income to sustain you for life?
What if roadblocks were removed?
I always say:Â "Doctors who focus on their wealth begin to see the scenery change!"
So set aside the time - It will be time well spent - The "future you" will thank you for it!
Register Now!
Kevin Sullivan, AIF® - Accredited Investment Fiduciary / Wealth Advisor, Warner Wealth
Securities offered through LPL Financial - Member FINRA/SIPC. Advisory services offered through Warner Wealth, a registered investment advisor and separate entity from LPL Financial.
Neither Don Connelly, and Dr. Anthony Calandro are with or endorsed by LPL Financial and Warner Wealth.
