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Retirement Readiness Workshop 7/9/24

Tuesday July 9 @ 6:00 pm - 7:00 pm

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Unlock the secrets of successful retirement planning! Join us for a comprehensive and free community workshop dedicated to retirement planning, presented by Custom Wealth Strategies. The event will take place at the Orchard Park Community Center, located at 4600 California Rd, Orchard Park, NY 14127. Benefit from the knowledge of Custom Wealth Strategies’ founder, David R. Burgio, CPA, PFS, who will be your guide for this event. Don’t miss this unique opportunity to broaden your understanding of retirement planning!

The workshop is scheduled for July 9th at 6:00 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 to aim 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 sign up using the form below. Friends and family are encouraged to join!


Tuesday July 9
6:00 pm - 7:00 pm


Orchard Park Community Activity Center
4600 California Rd
Orchard Park, NY 14127 United States
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