I’m passionate about empowering retirees to get the most out of their finances and their lives.
Throughout the year I host events designed to create clarity by simplifying complex topics surrounding retirement. These events are all offered on a complimentary basis and are geared towards those who have spent time and effort accumulating significant wealth.
Learn the basics of distribution planning from employer-sponsored retirement accounts and how to mitigate the impact of taxes on retirement income. If you’re planning to retire or change jobs soon, make sure you understand your options. Withdrawals, lump-sum distributions, rollovers and required minimum distributions (RMDs) are also covered.
Do you know what role Social Security and Medicare will play in your financial future? We’ll explore the following topics: what’s different about retirement planning today, Social Security, Medicare, identity protection, retirement planning strategies and choosing your next steps as you explore retirement.
Effective tools to assist you as you prepare your budget for retirement, manage income and expenses, calculate your net worth, and plan for significant long-term medical and health care coverage including long-term care.
Please check back for future in office events
If you would like any more information on these events, please get in touch and I’ll be happy to answer your questions.