How to Maximize Retirement Income, Minimize Taxes and Preserve Wealth
An online workshop about how to easily understand the rules on your retirement accounts and how you can take advantage of these rules for your benefit.
Online Retirement Income Planning Workshop
Wednesday, November 16th
Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop!
You can watch the online workshop from your mobile device or computer.
We will discuss the following:
How you can coordinate your tax, estate, and investment plan by keeping your money from falling through the cracks.
How to lower the risk of your portfolio while still making good returns.
Understanding the latest Social Security rules and how to implement them within your retirement plan.
Understanding the Required Minimum Distribution rules, and how to strategically take distributions to best minimize taxation and penalties.
Knowing when and how to withdraw from the right accounts will keep you out of the strike zone later in your retirement!
Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.
Lance Drucker, ChFC® CLU® AIF®
Lance Drucker is the President and CEO of Drucker Wealth, a family wealth management firm started by his father Bernie Drucker in 1959.
Over the years, he has worked with many powerful female clients, which inspired him to capture his experience and insights in a book titled “How To Avoid Bag Lady Syndrome: The Strong Woman's Guide To Financial Peace of Mind.”
Throughout Lance’s career, he has been recognized as a Top Wealth Advisor, Women’s Choice Advisor, Forbes Best-In-State Wealth Advisor and a Top HTK advisor among other accreditations, and featured as part of Forbes Finance Council.
Why we created this online workshop:
If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.
Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.
Lance & Gideon, 3rd generation advisor and founder of the Wealth Builder division at Drucker Wealth host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.