During the later working years, it’s important to continue making contributions to your retirement savings and protect the assets you’ve worked so hard to grow, including retirement savings, pension plans and business equity. This can be a daunting task when it competes with paying college tuition, helping children become financially independent, possibly caring for your parents or parents-in-law and paying off your mortgage.
Attend this workshop to learn what you can do to plan for the unique risks and opportunities you face during the years leading up to retirement, including:
• Know if you’ve saved enough and how to play catch up when you haven’t
• Identify where you should be investing (IRAs, retirement accounts or securities) and when to consider tax-deferral strategies
• How to manage the unexpected, including if you or your spouse is diagnosed with a chronic illness
Partner and Co-founder Patrick Sweeny
Director of Financial Planning & Senior Financial Advisor Jason Gentile, CFP®
Financial Advisor Robin Sweeny, CCPS
To register, complete the form below.
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Apella Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that any discussion or information contained during this material will serve as the receipt of, or as a substitute for, personalized investment advice from Apella or your adviser. As with any investment strategy there is a possibility of profitability as well as loss. Please be advised that Apella does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.