Unlock the secrets of successful retirement planning! Join us for a comprehensive and free community webinar dedicated to retirement planning, presented by Custom Wealth Strategies. This event will now be held virtually via Zoom, allowing you to participate from the comfort of your home. Benefit from the knowledge of Custom Wealth Strategies’ founder, David R. Burgio, CPA, PFS, who will be your guide for this webinar. Don’t miss this unique opportunity to broaden your understanding of retirement planning!
The webinar is scheduled for March 11th at 6:00 PM and will navigate through critical retirement subjects, each with its own detailed exploration:
- Values-based Planning: Discover the importance of aligning your financial decisions with your core values, enabling you to achieve a fulfilling and personalized retirement.
- Social Security: Uncover the nuances of Social Security and learn how to make the most out of your benefits for a secure retirement.
- Investments: Gain insights into the various investment avenues and how to structure a diversified portfolio to aim for consistent growth during your retirement years.
- Tax Minimization: Learn strategic approaches to minimize your tax liabilities, preserving your hard-earned retirement savings.
Register now to receive the Zoom link and secure your spot: