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Retirement Readiness Workshop (8/15)
Tuesday August 15, 2023 @ 12:00 pm - 1:00 pm
Unlock the secrets of successful retirement planning! Join us at a comprehensive and free community workshop dedicated to retirement planning, presented by Custom Wealth Strategies. The event will take place at the Julia Boyer Library, located at 1030 Losson Road, Cheektowaga, NY 14227. Benefit from the knowledge of Custom Wealth Strategies’ experienced professional Michael Malaney, CFP®, EA, who will be your guide for this event. Don’t miss this unique opportunity to broaden your retirement understanding!
The workshop is scheduled for August 15th at 12:00 PM and will navigate through critical retirement subjects, each with its own detailed exploration:
- Values-based Planning: Discover the importance of aligning your financial decisions with your core values, enabling you to achieve a fulfilling and personalized retirement.
- Social Security: Uncover the nuances of Social Security and learn how to make the most out of your benefits for a secure retirement.
- Investments: Gain insights into the various investment avenues and how to structure a diversified portfolio for consistent growth during your retirement years.
- Tax Minimization: Learn strategic approaches to minimize your tax liabilities, preserving your hard-earned retirement savings.
You can signup for the event with the Google Form below. Friends and family are encouraged to join!