Retirement is one of life's biggest transitions.
You've spent years building savings, investing for the future, and working toward financial independence. But as retirement approaches, many investors begin asking a different set of questions:
What happens if markets decline at the wrong time?
Am I paying more taxes than necessary?
How should I prepare for healthcare and long-term care expenses?
Am I truly ready to retire?
Join Rob Black and EP Wealth Advisors for a free educational seminar designed to help you better understand the financial decisions and planning considerations that can shape your retirement years.
Presented By
Chad Burton, CFP®
Regional Director, Advisor, Partner
Ryan Ignacio, CFA, CFP®
Regional Director, Advisor, Partner
Hosted by
Rob Black
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This event is designed for individuals and families with $500,000 or more in investable assets who are preparing for retirement or already retired and looking to make more informed decisions about their financial future.
*Investable assets include qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings/checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.
Retirement Income Planning
Explore strategies and considerations for turning your savings into sustainable retirement income.
Market Volatility & Retirement Risk
Learn why market declines can have a different impact during retirement and how investors can prepare for periods of uncertainty.
Tax Planning Opportunities
Understand key retirement tax considerations, including withdrawal strategies, Social Security taxation, Roth conversion opportunities, and more.
Healthcare & Long-Term Care Planning
Review factors that can influence retirement expenses and the importance of planning for unexpected healthcare needs.
Retirement Readiness
Gain insight into the questions many retirees face as they transition from accumulating assets to drawing income from them.
