Within Reach: Transitioning from Career to Retirement

Is your retirement within reach? Are you prepared for life without a paycheck? Will you be able to maintain your lifestyle throughout retirement? Cabot Wealth Management can help you answer these questions. This ?pre-retirement planning? workshop begins with some goal-setting to help you envision what retirement means to you. - Discussion about estate planning and asset transition strategies. - Learn how to generate income from your savings during retirement. - Find out how to manage your assets in the most tax efficient way. Who should attend this workshop? Professionals, business owners, and C-level executives within five years of retirement. Retirement planning does not only involve knowing when to retire but how to maximize your benefits. You can begin planning for a secure and stable retirement for yourself and your family by attending one of our informative programs. Spouses are also encouraged to attend. *Light refreshments will be available. About the Speaker: This workshop will be conducted by Greg Stevens, CFP®, CFPS®, Senior Wealth Advisor at Cabot Wealth Management, Inc. He is responsible for providing financial planning and investment advisory services to clients of Cabot Wealth Management and also acts as the firm?s corporate retirement plan specialist. In addition, Greg is responsible for assisting individuals? transition into retirement by providing cash flow analysis, asset allocation and tax minimization strategies.