Countdown To Retirement


Jul 29 2023


10:00 am - 12:00 pm

Tax Efficient Investing and Distribution Strategies

Presenter: Gary Abely CPA, CFP®, AIF®

A checklist review for those within three years of retirement. Spend a couple hours to make sure you’re on the right track for a successful retirement. It will also be a great time to review the key components of a successful estate plan with an estate planning attorney. Attendees will receive a copy of the Countdown to Retirement checklist.

Topics covered include a checklist of items to consider before saying good bye to your employer including:

  • Social Security Claiming Strategies.
  • Healthcare and Medicare planning.
  • Minimizing Taxes in Retirement.
  • Strategies for minimizing the effects of an early bear market in retirement.
  • Estate Planning Documents that should be finalized before retirement.

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