In the next 58 minutes you’ll know…
- Why IRAs and 401(k)s can be a retirement planning disaster if not handled properly.
- How to avoid accidentally disinheriting your children (and other estate planning mistakes).
- If your retirement plan can withstand the ultimate stress test.
This is a recording of a live event. There will not be opportunities to submit your questions
during certain portions of the webinar, but we encourage you to contact us with any questions and comments by clicking here.
Meet Your Presenter
Michelle Gessner, CFP®
As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle Gessner is held to the highest fiduciary standards set forth in the industry. Michelle’s firm is surrounded by a back office of experts in tax and investment research to that her clients have the best of both worlds – the resources of a large firm with the caring, dedication, and personal service of a small firm. As a member of the Society for Financial Awareness, a non-profit organization that provides financial education, Michelle regularly conducts educational workshops within the community to help people understand their options for retirement.