After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and start recreating a paycheck with your savings. Cracking into your nest egg in a tax- and risk-efficient manner while reinvesting enough to support the rest of your life can be a complex and challenging topic.
In this webinar we’ll discuss:
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Financial Advisor
Danielle has been involved in the financial services industry since 2002. She is a member of the DuPage Estate Planning Council and serves as a mentor for the CFP Board’s Women in Business mentorship program.
Financial Advisor
Nick has been involved in the financial services industry since 2013. He earned a bachelor of science degree in accountancy and a master of accounting science degree from Northern Illinois University.
Financial Advisor
Kevin has been involved in the financial services industry since 2005. He graduated from Indiana University where he earned a degree in public finance. He was recognized by the Kane County Chronicle as a 2017 “Best Under 40” recipient.