FINANCIAL STRATEGIES TO SUCCESSFULLY NAVIGATE YOUR RETIREMENT

Strategies to Thrive, not just Survive

At this FREE dinner presentation, we will discuss:

RETIREMENT INCOME:

• Have you saved enough?
• Tax-Efficient Withdrawals
• Will your money last?
• Social Security options

TAXES IN RETIREMENT:

• Is a Roth Conversion right for you?
• When to do a Roth Conversion
• How much do you convert?
• Avoiding IRMAA
• Qualified Charitable Donations (QCDs)
• Donor Advised Funds

MITIGATING RISK

• Stock Market Volatility
• Inflation
• Geopolitical crisis
• Ways to protect your nest egg
• Longevity
• Healthcare / Long-term care options

IS YOUR MONEY IN THE RIGHT BUCKET?

• Withdrawal strategies
• Growth vs. Guaranteed income
• Tax consequences
• Tax Smart Asset Allocation

ESTATE PLANNING

• Family Risk Management / Estate Planning
• Insurance
• Wills/Trusts – What is best for you?
• Charitable giving
• Estate Tax Planning

PRESENTER

Michael Neuenschwander, CPA, CFP®

As an educator at heart, the seminar presenter, Michael Neuenschwander, loves to help others understand complex financial topics. Grounded in the principles of his training as a CPA and CFP® you’ll learn wealth management solutions for protecting and preserving your wealth while minimizing tax exposure.

A native Houstonian, Michael, received a bachelor’s degree in accounting and a Master’s degree in Finance from Texas A&M University. He is a published author, radio talk show host, and appears frequently on Click2houston, ABC 13 News and Houston’s Fox26 News.

Married for more than two decades to his high-school sweetheart, Rachel, Michael says his proudest accomplishment are their children Ella and Hudson.