Surviving Retirement in the Post-Covid Era
About The Webinar
Are you going to be able to live the lifestyle you want for the next 30 years?
Will you run out of money in retirement?
How will the aftershock of covid affect your retirement? Bryan S. Slovon, Managing Partner and CEO of Stuart Financial Group, is going to offer a live webinar and walk you through what you need to be thinking about for your retirement, especially now post-covid:
These are the points of his presentation:
- The key considerations that go into Retirement Income and Investment Planning
- Understanding the difference and the potential ramifications and benefits of tax planning versus tax preparing
- Estate Planning that will help keep the assets in your family bloodline
- How the Stuart Retirement Review® is uniquely positioned to deliver you financial peace of mind
Bryan S. Slovon, Managing Partner and CEO of Stuart Financial Group, an independent financial planning firm exclusively serving retirees and soon-to be retirees in the DC Metro area. He is a financial planner specializing in retirement planning and wealth preservation to a select group of clients for over 27 years.
Bryan has been helping families and retirees develop their own individualized retirement plans based upon the unique needs of those approaching this next phase of their lives. His mission is to help manage and preserve the wealth of his clients and their families, with whom he is dedicated to building life-long relationships of trust.
Bryan has been featured in the Wall Street Journal, Kiplinger’s Personal Finance, Financial Planning, OnWallStreet, Investor’s Business Daily and other local and national media. He is a regular contributing author to Kiplinger.com.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) Stuart Financial Group and JWCA are unaffiliated entities. Any concerns call JW Cole Compliance at 813-935-6776
Stuart Financial Group and JWCA are unaffiliated entities.
Neither Stuart Financial Group nor JWCA offer tax advice. One or more individuals at Stuart Financial Group are registered as investment adviser representatives with JWCA with certain state securities divisions. This website (and its content within) is hosted and updated by Stuart Financial Group, an independent, third party entity that is not affiliated with or controlled by JWCA. As such, JWCA does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by JWCA. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.
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