Presenter: David Sandhu
Overview
Feeling like you want to retire soon, but want to make sure all your retirement ducks are in a row?
This workshop is your one-stop shop for navigating the crucial 10 years leading up to retirement. Join us for a step-by-step guide that will equip you with the knowledge and tools to build a secure and fulfilling post-work life.
During the workshop, we will cover:
- The 5 biggest retirement mistakes to avoid.
- The 2024 tax changes and how these could alter your retirement plan.
- 3 common ways retirees run out of money in retirement (and how to avoid them).
- How rising taxes may affect your retirement cash flow.
- The recent changes to Required Minimum Distributions and ways to avoid costly penalties.
- How to transition to the distribution phase of investing.
- Social Security and how make it work for you.
- How to develop a tax-efficient retirement income plan.
and much more!
Don’t miss out, register today!
About the Presenter
David Sandhu formerly worked for SpaceX, Raytheon and Lockheed Martin as an engineer before he transitioned to the financial services industry. After his father passed away, David helped his mom through some tough financial questions, and that gave him the spark to pursue a career in financial planning. David is passionate about serving others and lives by Zig Ziglar’s famous saying, “You can have everything in life you want, if you will just help enough other people get what they want.” He knows first-hand that true happiness is experienced when helping others.
