B Michael Shanley to host Retirement Planning Workshop

Exton PA A must for Baby Boomers trying to navigate these trying times. A CPA and tax advisory firm, specialist in Retirement Planning. Dates are June 15 and July 14.
By: brandywine Advisors Group
EXTON, Pa. - June 2, 2022 - PRLog -- Retirement planning workshop
Chester county library  June 15 and July 14  Exton pa. 530 pm
This is a very important time in your life to be looking at the potential of a 25 to 35 year planning strategy. you are responsible for generating a lifetime of income that will be recession-proof, inflation-proof, tax loss-proof, and of course market-loss proof.  sounds like fun, right?  not really, without the right team in place, the process is overwhelming. timing is everything!

— the biggest mistakes come from the wrong use of assets at the wrong time. Conventional wisdom fails with using the same strategy in accumulation, during distribution of assets.

Retirement potholes (pa size) - what to do about inflation, recessions, health care costs, market risk, and poor low risk returns.  ouch!

Tax planning— are you familiar with required minimum distributions at age 72?  you will be!  the big "tax torpedo" in planning. Are you ready?

Social security planning  - an overview of the most complicated lifetime annuity in your portfolio. We will review timing, taxation, and spouse coordination.  poor planning could cost you thousands in lost inflation proof income.  We offer a full workshop in social security planning that you will qualify  and can sign up for.

B. Michael Shanley, your host for this workshop, will be presenting the most important information needed for your successful retirement.

Since 1990, his group has specialized in asset planning for families heading into retirement. An advisory firm, a CPA tax firm, working together to give you the personalized service and actual outcomes you deserve.

Success in retirement has to include coordinated planning in asset protection, tax planning, income planning, and estate planning.

Michael is a Villanovan, loves bbq, and old ford trucks.  he and his wife raised a wonderful family in West Chester and are proud to call this area home.
Registration required, no walk in.  Do not call library. http://www.brandywinevalleygroup.com/

Source:brandywine Advisors Group
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Location:Exton - Pennsylvania - United States
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Page Updated Last on: Jun 02, 2022
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