EXCLUSIVE INVITATION • COMPLIMENTARY WEBINAR

A private online webinar crafted exclusively for retirees and pre-retirees with $200k+ in assets

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YOU ARE INVITED

Packard Advisory Services invites you to a free live webinar focused on how to use Roth conversions to protect and grow your retirement savings. No jargon, no sales pressure — just clear, practical information you can actually use.

Chris Packard has spent his career helping retirees, pre-retirees, and business owners take the steps necessary to secure their financial freedom. In this webinar, he'll walk you through how Roth conversions work, when they make sense, and how to build a tax-smart retirement strategy designed around your life, your priorities, and the future you want to build.

• Free to attend — no cost, no obligation
• Live online — join from anywhere, no travel required
• Plain-language guidance you can actually understand and act on
• Limited spots to keep it focused and personal
• Hosted by Chris Packard of Packard Advisory Services

WHAT WE'LL COVER

These are the Roth conversion opportunities Chris sees most often — and the ones that can make the biggest difference once you know how to use them.

Understand how converting traditional IRA or 401(k) funds to a Roth works — and what it actually means for your retirement picture.

Learn how to determine whether a Roth conversion is the right move for your situation, timeline, and tax bracket.

Discover the windows of opportunity that make Roth conversions most effective — and why timing can make all the difference.

Explore how to plan around the tax hit of a conversion so you keep more of what you've saved and avoid unnecessary surprises.

Learn the mistakes that can turn a smart Roth conversion into a costly one — and how to sidestep them with the right guidance.

See how Roth conversions work as part of a broader income strategy designed to protect your savings and reduce your tax burden for years to come.

YOUR HOST

Founder and Financial Advisor

Chris started his investment career in 1987 as a stockbroker with Dean Witter brokerage firm. He later became a partner at another firm which opened the doors to financial planning. While there, Chris became interested in the plight of those caught in the financial devastation of long-term care. “I changed course and learned how to use Medi-Cal benefits to help people save thousands of dollars a month on nursing home costs,” says Chris. “I felt like Superman coming in and saving the day.”  

With a great desire to help others, Chris ventured into his own business and opened Packard Senior Services. Danny, his oldest son, later joined and, in 2009, became a partner. Chris has become a leading expert in Medi-Cal approval for Long-Term Care benefits. “There is a lot of misinformation out there and most people do not believe they can qualify. We help families secure what they have spent a lifetime saving which would otherwise be lost to long-term care.” 

Chris and his wife, Dianna, have been married 45 years and have 10 children and 31 grandchildren. They love having most of them over for monthly Sunday dinners. Chris and Dianna are involved with the Old Town San Diego Foundation which finances the Old Town 4th grade living history field trips. Chris is currently a volunteer teacher for a weekly adult religion class.

WHY ATTEND

1. Most Roth Conversion Errors Are Completely Avoidable
   With the right information, many of the costliest Roth conversion errors are easy to sidestep. This webinar gives you that information — for free.
   
   
2. The Rules Have Changed and Most People Haven't Caught Up
   Between the SECURE Act updates and shifting RMD ages, the retirement account rules look different than they did just a few years ago. What worked before may not work now.
   
   
3. A Mistimed Conversion Can Affect Your Tax Bill for Years
   Converting at the wrong time — or in the wrong amount — isn't just a one-time setback. It can ripple through your tax situation and retirement income for years to come.
   
   
4. You Worked Too Hard to Leave Money on the Table
   Chris Packard has seen it happen — people who saved diligently for decades end up overpaying in taxes simply because no one showed them a better way. This webinar is about making sure that doesn't happen to you.

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