Financial strategist Nathan Alexander will host a virtual workshop on July 25, 2026, to assist adults in their mid-40s and early 50s with navigating IRA and 401k rollovers. The initiative aims to mitigate financial anxiety, as the 2026 Allianz Annual Retirement Study reveals that 67% of Americans fear running out of money more than death. Additionally, the study indicates that 48% of Americans lack a written financial plan, and 57% feel anxious about their financial well-being during market downturns.

The intensive workshop is scheduled for Saturday, July 25, 2026, from 9am to 4pm EST. It is designed for individuals undergoing career transitions or managing retirement account rollovers. The curriculum is based on six strategic rules for optimizing transitions, derived from Alexander's upcoming book, The Rollover Roadmap, co-authored with Brayden Alexander.

Alexander brings two decades of financial experience to the program, including 20 years in corporate accounting and 10 years in real estate investing. He has also completed Dave Ramsey Financial Coach Master Training. The workshop focuses on teaching practical, structural wealth-preservation strategies to help individuals manage modern retirement risks.

"Financial anxiety often stems from a lack of a clear, structured plan," says Alexander. "This workshop provides attendees with the rules needed to understand their current situation, design their retirement goal and create a road map to get there while building confidence."

Key Statistics from the 2026 Allianz Annual Retirement Study

The event covers the same six-rule framework central to The Rollover Roadmap, providing attendees with a structured process for evaluating accounts, setting retirement goals, and creating a step-by-step plan. Registration for the all-day virtual event is available for $197.