Each webinar covers a single subject, led by Tod Long and hosted online. No cost to attend. Pick the one that fits where you are.
Retirement Income
The Retirement Income Blueprint
Building a retirement income plan that doesn’t depend on guesswork: the income floor, sequence of returns risk, tax bracket management, and the framework behind The Income Standard’s approach.
Tuesdays & Thursdays
11:00 AM and 7:00 PM in your local time
Select your session time after registering.
Estate Planning & Legacy
Is Your Estate Plan Actually Finished?
Signed isn’t finished. Where estate plans quietly break — an unfunded trust, an outdated beneficiary form, a survivor income nobody worked out — and how to check your own.
Every day · or start in minutes
11:00 AM and 7:00 PM in your local time, or watch now. 26 minutes.
Free medical POA for watchingChoose when to watch on the next page.
What You’ll Learn
01
The Income Floor
How to build a guaranteed income base that covers your non-negotiable expenses — so your portfolio isn't carrying a job it wasn't designed for.
02
Sequence of Returns Risk
Why the order your returns arrive in matters more than the average — and why the first few years of retirement carry outsized risk.
03
Tax Bracket Management
Why the years before RMDs begin are often your lowest-tax window — and how to use it before it closes.
04
Social Security Timing
Why the filing decision is really a household decision, and how delaying the higher earner's benefit protects the survivor.
05
Fee Leakage
How to find the total cost of your current portfolio — aggregated into one number most people have never been shown.
06
The Income Standard Framework
How these pieces combine into a single, measurable income architecture — and how to see where yours currently stands.
01
Why a signed trust can still end up in probate
A trust only controls what’s actually in it. How to tell whether yours is funded.
02
Why your beneficiary forms beat your will
The form on file with the bank or the custodian wins. If it’s outdated, your will can’t fix it.
03
What the surviving spouse actually lives on
The number most couples have never worked out, and the one that matters most.
04
What happens when your kids inherit an IRA
The 10-year rule, the tax bill it can create, and the strategies that help on both sides.
05
How to get it finished, properly
Your documents are prepared through our network of estate attorneys, with an attorney licensed in your state reviewing and approving each one, and we line up the financial side with them.
Watch to the end and you can claim a medical power of attorney at no cost. No purchase required. The Income Standard is not a law firm and does not give legal advice; every estate document is reviewed and approved by a licensed attorney before it is issued.
Save my seat for the estate webinar →More topics will be added as the series grows.
Your Host
Tod Long
Founder, The Income Standard
Tod Long is a retirement income architect with over two decades of experience in the insurance and financial services industry, licensed in 30+ states as a Fixed Insurance Agent and Financial Advisor. He hosts The Income Standard podcast and leads the complimentary Income Standard Review for pre-retirees and retirees.
No cost. No obligation. Pick your webinar, then the time that works for you.