The Retirement Confidence Roadmap Workshop

Securing Your Retirement Even in Uncertain Times

Thursday, July 9, 2026 | 6:00 PM CST
Attend In Person in Waukesha or Join by Invitation via Zoom

Retirement Doesn’t Come With a Practice Run

After years of market swings, inflation concerns, changing interest rates, and ongoing economic uncertainty, many people approaching retirement find themselves asking the same question:

“Am I Really Going To Be Okay?”

You’ve spent decades working, saving, and planning for retirement. But as retirement gets closer, the questions often become more important than the answers you’ve received so far.

Have I saved enough?
Will my money last?
What happens if the market declines?
Am I taking too much risk?
How do I create reliable retirement income?
Is my current plan actually designed for retirement?

If you’ve asked yourself any of these questions, you’re not alone.

The reality is that retirement confidence doesn’t come from predicting the future.

It comes from having a plan designed to adapt to whatever the future brings.

Join Chad Albano, Executive Director at Global View Capital Advisors, for an educational workshop focused on helping you gain clarity about where you stand today and where you’re headed tomorrow.

What You’ll Learn

During this workshop, we’ll discuss practical retirement planning strategies designed to help you navigate today’s challenges while preparing for tomorrow’s opportunities.

Topics include:

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Retirement Income Planning

Learn how to turn your accumulated savings into a sustainable income strategy designed to support your retirement lifestyle.

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Managing Market Uncertainty

Understand how market volatility can impact retirement and explore strategies designed to help protect what you’ve worked so hard to build.

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Avoiding Common Retirement Mistakes

Discover the risks and pitfalls that can derail even well-intentioned retirement plans.

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Creating a Retirement Roadmap

Learn how a comprehensive financial plan can provide direction, clarity, and confidence throughout retirement.

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Planning for Longevity

Explore strategies designed to address one of retirement’s biggest concerns: making your money last as long as you do.

You’ll Walk Away With

Greater confidence about your retirement readiness
A better understanding of the risks facing today’s retirees
Insight into how probability-based planning can help evaluate your retirement strategy
Practical ideas to help protect your retirement income
A clearer picture of the steps you can take moving forward

As Chad often tells clients:

“The goal isn’t to predict the future. The goal is to prepare for it.”

You’ll Walk Away With

Greater confidence about your retirement readiness
A better understanding of the risks facing today’s retirees
Insight into how probability-based planning can help evaluate your retirement strategy
Practical ideas to help protect your retirement income
A clearer picture of the steps you can take moving forward

As Chad often tells clients:

“The goal isn’t to predict the future. The goal is to prepare for it.”

Meet Your Presenter

Chad Albano

Chad Albano serves as Executive Director and a member of the Advisory Board at Global View Capital Advisors. As a Fiduciary Planner, Chad is committed to empowering clients through education, helping individuals, families, business owners, and executive teams make informed financial decisions with confidence.

Chad’s expertise is centered around three key areas:

Helping Baby Boomers and pre-retirees create strategies for a confident retirement.
Assisting companies in improving their 401(k) plans while helping plan sponsors address fiduciary responsibilities and liability concerns.
Working with business owners and leadership teams to identify and address gaps in succession planning, key person protection, employee retention, and incentive strategies.

Before joining Global View Capital Advisors, Chad spent more than a decade in corporate finance and accounting, holding roles in tax, financial reporting, financial planning, distribution, and manufacturing. This experience gives him a practical understanding of the challenges and opportunities faced by business owners and executives.

Chad earned his Bachelor of Business Administration in Accounting from the University of Wisconsin–Whitewater and successfully passed the Uniform CPA Examination in 1999.

Event Details