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Retirement Readiness Workshop 7/2/24

Tuesday July 2 @ 6:00 pm - 7:00 pm

Julia Boyer Higher Qual. Image

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 Julia Boyer Library, located at 1030 Losson Road, Cheektowaga, NY 14227. 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 2nd 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.


Tuesday July 2
6:00 pm - 7:00 pm


Julia Boyer Reinstein Library
1030 Losson Rd
Cheektowaga, NY 14227 United States
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