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Wednesday, July 13 • 3:30pm - 5:00pm
Advanced Financial Planning for Educators Approaching Retirement: Strategies to Strengthen your Financial Picture

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So you've saved up some money for retirement. That's great! Now what? As we approach retirement, we need to start making decisions about how we are going to turn that bucket of money into actual income. And the type of accounts & investments your funds currently live in can have a drastic impact on how much income is actually produced after taxes & fees. Two individuals with the same exact same amount of money in different account types & investments could have drastically different retirements. In this advanced workshop, we will cover everything one needs to consider so they can position themselves for the highest possible income after they have stopped working.
Speakers
avatar for Zachary Fuld

Zachary Fuld

Financial Advisor, CFS LLC
Zachary Fuld is a Financial Advisor and life-long advocate for his clients. His mission is to reduce financial stress by enacting comprehensive and resilient financial plans that match each client’s goals. Married to a Jewish Educator, Zach has a passion for helping those educating... Read More →
avatar for Jeff Slevin

Jeff Slevin

Jeff Slevin began his career at Connecticut General Life Insurance, which later became CIGNA, in 1981. He later joined Guardian in 1989 and in 1993, Jeff was appointed Sales Manager. He served as an Associate General Agent and the Executive Vice President of Training at Certified... Read More →

Wednesday July 13, 2022 3:30pm - 5:00pm EDT
Classroom 14
  Other

Attendees (3)