Weekly Webinar

Addressing The Big Picture Retirement Webinar

Every Wednesday & Thursday

6:00 pm PST

Join Investment Advisor Reid Abedeen in this educational webinar about addressing the big picture when planning for retirement!

Reid Abedeen is the Managing Partner at Safeguard Investment Advisory Group, LLC. He has helped retirees for over 20 years with issues such as insurance, long-term care planning, financial services, asset protection and many other areas.

Reid’s primary focus is to get a complete picture and understanding of what each client is looking to achieve personally and financially as well as with estate planning for their heirs, presenting a plan that is sound and on track to meet their objectives. Reid is an expert in his field, a much sought out speaker and trainer sharing his extensive knowledge and experience as a contributing author to Kiplinger Magazine.

What You Will Learn In The Webinar

  • Challenges to the Big Picture
  • Financial Concerns for Retirees
  • 5 Taxes That Get Retirees
  • Social Security Tax
  • Mutual Funds
  • Stepped Target Equity Plan (more income, less taxes)
  • Annuities
  • IRA's
  • Roth Conversion
  • Average Return of the Stock Market
  • The Typical Financial Plan
  • Market Volatility
  • What is a Fiduciary?
  • Big Picture Focused Retirement Analysis

Webinar Presenters

  • Reid Abedeen

    Webinar Host

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