Post-Retirement Strategies Presented by Carlos Henriques, CFP®
This event is exclusively for AdviceOne clients.
Join us as we help you explore topics to think about once you’ve already retired.
Topics Include:
- Collect Social Security at the right time
- Why you spend your money
- It does not matter that the stock market crashes
- Money in an IRA that you don't need?
- When do you no longer need Life Insurance?
- Maximizing charitable gifts
- When to downsize; where real estate is heading
- Tax-efficient withdrawal strategies and your tax bracket
- Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions
Upcoming Dates:
There are no upcoming dates at this time. Please check back at a later time.
To register, please click the following link.
You'll need to log in or create an account to register for our upcoming
Post-Retirement Strategies Discussion along with our other upcoming Client Enrichment events.