Are you quickly approaching retirement and unsure of whether or not you’re doing all you should to prepare for this massive life transition and financial decision?
This is a common concern for many of us and can be a source of stress and anxiety in the latter years of one’s career. Join financial planner and retirement income specialist, Nick Defenthaler, CFP®, RICP® for a 60 minute educational session that teaches you how to incorporate tips and concepts into your own financial plan.
Nick Defenthaler, CFP®, RICP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Nick specializes in tax-efficient retirement income and distribution planning for clients and serves as a trusted source for local and national media publications, including WXYZ, PBS, CNBC, MSN Money, Financial Planning Magazine and OnWallStreet.com.