Learn ways to optimize your retirement with proven tax strategies during our webinar "7 Steps to Maximize Income and Minimize Taxes"

Discover recent law changes and strategic planning for a secure financial future.

Major Challenges

HIGH TAXES

Many retirees face unexpected tax burdens that reduce their net spending power.

INVESTMENT RISKS

Misunderstandings about risks and returns can lead to financial instability.

HIDDEN FEES

Unseen fees can eat away at your retirement savings.

LONGEVITY RISK

Outliving your savings due to inadequate planning and unexpected expenses.

Why you should attend

1. TAX EFFICIENCY

Learn how to maximize income and minimize taxes with smart, customized strategies.

2. MINIMIZE RISK AND FEES

Discover ways to reduce risks and optimize your retirement income.

3. EXPERT GUIDANCE

Get insights from professionals on protecting and growing your retirement savings.

Register now to receive a replay, even if you can't attend live!

Thursday, October 8
6:00 PM Eastern Time

Thursday, October 8
6:00 PM Mountain Time

Thursday, October 8
6:00 PM Pacific Time

Thursday, October 8
6:00 PM Hawaii Time

Session Topics

TAX PLANNING

Learn strategies to minimize taxes under current laws.

RISK MANAGEMENT

Manage investment risk to align with goals for each account.

FEE REDUCTION

Understand how to avoid excessive fees that affect your savings.

SOCIAL SECURITY

Maximize Social Security benefits with smart planning.

Grace Nicholson

Investment Advisor Representative

Licensed Fiduciary | Series 65 Certified | BPC.

As founder of Akamai Advisors, I help individuals and families navigate the complexities of financial life through holistic, client-centered wealth management — aligning investments, estate plans, tax strategies, and family goals into a seamless whole. Growing up in Lahaina, Maui, the Aloha Spirit shaped my core values of connection, care, and respect, which show up in everything I do. A major spinal injury at 25 taught me the importance of resilience and adaptability — lessons that inform how I work with clients and remind me that thoughtful planning creates real stability, especially when life feels uncertain. I'm especially passionate about inspiring women, fostering financial literacy, and planning for future generations, and as a daughter, wife, and mother of three, I bring both personal and professional depth to every client relationship. Whether you're planning for retirement, navigating a life transition, or building generational wealth, I'd love to help you create a plan that reflects your values, vision, and goals.

DISCLOSURES: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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