Free Webinar

Surviving Retirement

About The Webinar

Many pre-retirees and retirees wonder: “Have I planned for retirement to ensure I don’t outlive my money? Am I ready? When can I retire? Have I done enough to protect my retirement? Am I prepared?”

Many of our clients are interested in learning potential ways to increase their income, reduce taxes, and avoid running out of money while minimizing unnecessary fees and market risk. This free informational webinar addresses the facts, provides suggestions for avoiding the most common financial mistakes, and takes the worry out of living your best life in retirement.

Event Date & Time: Thursday, 3/31 at 5 pm PT

  • ​​​​​​​​​​​​​​Market Movement
    Ways you may be able to protect your money against future drops in the market without sacrificing completely the chance to grow it now.​​​​​​​

  • New Reconciliation Bill 

    How you can strive to avoid a big tax hit for you and your beneficiaries.

  • Wills vs. Trusts
    Prop 19 – Your heirs could pay the county tax on the fair market value of your residence. How do you avoid that? 

  • Taxes 

    Actions you should take now to lock in your tax savings before the sunset of the Trump tax law. 

  • David Hollander

    Webinar Host

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