On Demand Webinar: Streamlining Your Retirement Goals – Part II: Strategic Tax Planning

  |   May 9, 2022

How’s It All Going to Work When It’s Your Turn to Retire?


Transitioning from a paycheck to living off accumulated investments and retirement plans frequently creates anxiety. Most people entering retirement do not realize that different types of income will create different income tax outcomes.

It will take proactive planning to optimize your unique tax situation so that you can keep more of your money in retirement.

Retirement planning involves several factors:

  1. Aligning your investing style and choices with long-term goals
  2. Disciplining your approach to saving for retirement
  3. Tracking continual progress toward achieving your long-term goals

Stream part two of our complimentary webinar exploring the central areas of Retirement Planning. REDW Wealth Senior Financial Planner David Cechanowicz will show you how monitoring your financial plan and adjusting as needed is crucial to your long-term financial success in retirement.

Daniel Yu, REDW Wealth’s Co-Chief Investment Officer and Senior Investment Manager, will also provide a current market update and discuss changes in the geopolitical climate and how it affects the investing environment.

Register once for our ongoing complimentary webinar series and stay in-the-loop with trusted, timely insights from members of REDW Wealth’s Investment Committee.

What:  Webinar: Streamlining Your Retirement Goals – Pt.II
When:  On Demand
Cost:  Complimentary
Webinars:  Register for monthly webinars
Presenters:  David Cechanowicz, JD, MSFS, EA, AEP®, CLU®, CHFC®, REDW Wealth Senior Financial Planner
Daniel Yu, CFA®, CFP®, AIF®, REDW Wealth Co-Chief Investment Officer and Senior Investment Manager