Mastering the Three Phases of Wealth Management

Program Type:

Financial Literacy

Age Group:

Adults
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.

Program Description

Event Details

Join David DeBellis and Karan Chainani for an insightful seminar on wealth management, where you will explore the critical phases that shape your financial future: Accumulation, Distribution, and Transfer. This event is designed to provide you with a comprehensive understanding of how these phases impact your retirement plan and ensure you are well-prepared for a secure and comfortable retirement.

Key Topics Covered:

  1. Accumulation Phase:
    • Strategies for building wealth and consistent savings
  2. Distribution Phase:
    • Planning for a sustainable income stream and withdrawal strategies to minimize taxes
  3. Transfer Phase:
    • Efficient wealth transfer to heirs and minimizing taxes and probate costs

Understanding the 6 Risks in Retirement:

We will also delve into the six critical risks you will face in retirement, encapsulated in the acronym LIVEIT:

  • Longevity, Inflation, Volatility, Emotions, Interest Rates, and Taxes

Who Should Attend:

  • Individuals nearing retirement
  • Young professionals planning for the future
  • Anyone interested in securing their financial future

Register at dfla.org or call the desert Foothills Library at 480-488-2286.

Cost: Free

Disclaimer(s)

Accessibility

The library makes every effort to ensure our programs can be enjoyed by all. If you have any concerns about accessibility or need to request specific accommodations, please contact the library.