VLP’s Live Greater Speaker Series is proud to bring distinguished speakers and industry experts to current and future clients to discuss a variety of timely topics impacting the financial planning industry.
For this episode, Kyle Giesting, CIMA, discusses what to do in the decade leading up to retirement. Choices made during the final decade of your career can deeply impact your retirement plan. Are you as prepared for retirement as you’d like to be? Kyle Giesting will cover the following topics to make the most of your golden years:
1. Determine When the Time is Right
2. Take Aim at Your Retirement Target
3. Maximize Your Nest Egg
4. Get a Portfolio Checkup
5. Create a Social Security Strategy
6. Build a Retirement Income Stream
7. Look Beyond the Money
VLP Financial Advisors is an independent, full-service wealth services firm, with $1.2B in AUA through Cetera Advisor Networks as of 6/30/23, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.
This is a no-obligation event, no products will be presented in any of the above presentations. All content is for informational purposes.
Securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Kyle Giesting is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Kyle is in no way related to Cetera Advisor Networks LLC or its registered representatives.
Hosted by Elizabeth Williams, Financial Advisor, VLP Financial Advisors, 8391 Old Courthouse Road, Suite 203; Vienna, VA 22182. 703-356-4360.
Securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. …...more
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