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Featured Presenter
Peter Laufenberg
Retirement Plan Designer
With years of experience as a retirement plan designer for The Ivy League Advisory Group, Peter has helped many to achieve or even surpass their retirement goals through a holistic and fiduciary process made up of 3 key components:
- Tax minimization
- Wealth & income planning
- Social security maximization
What will I learn about during this webinar?
- How having a well-crafted retirement plan can be just as valuable as having a higher retirement account balance
- The importance of timing when it comes to withdrawing from different retirement income sources
- The recently-passed SECURE Act and CARES Act and their potential affect on your retirement income
- Why retirees often have a higher percentage tax liability
- And much, much more.
It is our hope that attendees see the value of investing a bit of time into making sound retirement planning decisions that have benefits both now and in the future, as well as benefits for their loved ones they eventually leave behind.
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More Educational Resources
Books
Firm founder Brandon Archibald frequently writes and lectures on the three central components of our holistic approach to lasting financial success:
- Tax minimization
- Social Security Optimization
- Wealth & Income Planning
Check out our books here
Podcast
Our podcast offers simple, easy-to-digest answers to many popular retirement-planning questions–one concise episode at a time.
Listen here