Fresh Start to your Financial Fitness

Strategies for Retirement in a Post-Pandemic World

Presented by

This 1-hour, action-packed retirement prep. course will update you on strategies for retiring in a post-pandemic world.
This is a FREE virtual webinar event, hosted by CLF Asset Management.

After the course, there will be an open Q&A where you’ll get free, expert advice on your situation.

Sign up now for our Retirement Planning Webinar on
February 24th at 6:00PM

This is a Live, Interactive Webinar Event

Attend this event right from your home.
It’s quick and easy. Use your phone, laptop, tablet or personal computer.

FEBRUARY 24th, 2021 at 6:00PM

What You’ll Learn at this Webinar

The SECURE Act and how it may impact your retirement savings

Retiring in a post-pandemic world, how to navigate times of change and market volatility

The official new tax reform rules, key things you need to know going forward

Strategies to minimize the taxes you pay

Differences that matter between government, corporate and personal retirement investments and plans

Different ways to withdraw your income and which one is right for you

Social Security income taxation and ways to protect yourself against it

Course Outline

After attending this webinar, you will have learned the differences, benefits and nuances of different retirement savings plans, applicable taxes to your income, tax-free allowances, and programs for retirement income supplementation.

You’ll also get acquainted with the “Strategies To Minimize The Taxes You Pay” and how you can get it to work for you and your family in the best way possible. Furthermore, we will discuss the best ways to withdraw your income without squandering you hard-earned assets.

Why Register?

In the last decades, you have worked hard with a goal in mind. Now that the time is coming, you wouldn’t want to be missing government benefits you’re entitled to, or be paying more in taxes than you should. Most Americans are not aware of their options and limitations. Your goal is to get the most out of your retirement income. Our goal is to teach you all you need to know about the tax system and benefits in order to plan and optimize this next phase of your life.

Crucial Points to Ponder

  • The earlier you start planning, the better prepared you will be
  • Those who know how the tax system works are able to protect and keep their assets.
  • Is your portfolio diversified to withstand market volatility and poised to capture disruptive growth in the coming years?
  • Have you ever wanted to learn more about private and alternative investments that are exclusive to our clients?
  • Lack of knowledge could cost you a lot. Instead, plan for a relaxing and easy retirement

ABOUT THE SPEAKER

Michael D. Vaubel

Michael has been with CLF Asset Management since January 2017. He is currently going through the requirements to get his CFP to further provide value for his clients. Michael specializes in equity research for disruptive industries within the technology, financial and healthcare sectors. In his free time, Michael enjoys supporting UW athletics, boating, golfing, and playing tennis and pickleball.

CONTACT US

CLF Asset Management

999 Fourier Dr #301
Madison, WI 53717

(O) 1-888-505-3956
(F) 1-888-514-4196

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999 Fourier Dr. #301
Madison, WI 53717
1-888-505-3956