Are You Ready to Retire Webinar
Key Decisions That Shape Your Income, Taxes, and Lifestyle
As retirement approaches, the questions often become more complex. How should you structure income? When should you take Social Security? How can you manage taxes more efficiently over time? And how do healthcare costs and market volatility factor into the equation?
Watch this educational webinar designed to help you better understand the key financial decisions that can shape your retirement income, taxes, lifestyle, and long-term confidence.
What You’ll Learn
- How to create a sustainable retirement income strategy
- Tax planning opportunities that can help you keep more of what you’ve earned
- When to take Social Security and how timing can affect your long-term plan
- What to know about Medicare, healthcare costs, and retirement planning
- How to prepare for market volatility before and during retirement
- Ways to align your financial decisions with your lifestyle and legacy goals
Who This Is For
- Individuals planning to retire within the next 10 years
- Recent retirees looking to make informed income and tax decisions
- Couples preparing for retirement together
- Anyone seeking greater confidence about their retirement plan
- Family members helping a loved one prepare for retirement
About the Speakers
- Stacey Panenhanouvong, CFP®, Financial Advisor: Stacey thrives on building deep and meaningful relationships with clients at HCR Wealth Advisors. In her financial advisor role, she uses The Clarity Formula® to help with creating financial and estate plans that align with each client’s goals and wishes. By collaborating with clients’ other professional advisors—such as CPAs, realtors, and attorneys—Stacey helps to deliver the holistic guidance that HCR is known for providing. Highly effective at problem solving, Stacey delivers solutions that are tailored to each client’s needs.
- Alex Collins, MBA, CEPA, Financial Advisor: Alex is a highly skilled financial advisor who uses The Clarity Formula® to help simplify complex situations and provide actionable guidance. Specializing in small business transitions, exit planning, and investment advisory for high-net-worth clients, he excels at identifying gaps, creating effective strategies, and driving progress. Alex also works to build client confidence by collaborating closely with their other professional advisors. He aims to structure personalized frameworks that help keep clients’ assets working efficiently, even while they sleep.