Retirement Planning Essentials in Your 60s and Beyond
Are You on Track for Retirement?
For those who are nearing or already in retirement, two of the leaders of REDW’s Wealth Management practice cover the many considerations essential to maintaining your financial well-being at this stage of life. From Social Security and taxes to estate planning, you’ll learn steps you can take to reduce your retirement risk and truly enjoy those “golden” years.
Related Article and Other Webinars in the Series:
- Retirement Planning Essentials in Your 20s and 30s (June 24, 2021)
- Retirement Planning Essentials in Your 40s and 50s (July 1, 2021)
- Retirement Planning Essentials in Your 60s and Beyond (blog post)
|Paul Madrid, CFA, CFP®, AIFA®
Principal and Wealth Management Practice Leader, REDW Wealth LLC
Paul works with a wide range of clients, from individuals to large institutions, providing investment management services, assistance with investment policies, asset allocation design, reviews of investment providers, and training on various investment topics and on fiduciary responsibilities.
|Reese Hinton, CFP®
Senior Wealth Advisor, REDW Wealth LLC
With broad experience in portfolio management, investment analysis, trading, and financial planning, Reese is able to provide his clients with comprehensive wealth management services. He also regularly contributes research and commentary to the REDW Wealth blog.