10 Common Financial Mistakes on Your Road to Retirement
Understand Tax Implications in Retirement
Plan for Healthcare Costs
Know How to Manage Savings and Withdrawals
What potholes await?
Join Tyler and the Milestone Wealth Management team for a practical, educational workshop designed to help you make informed decisions about your financial future.
What You’ll Learn
- The most frequent missteps in retirement planning
- How to approach key financial decisions as you near retirement
- Tips for managing your savings and investments effectively
- Strategies to avoid costly errors that can impact your financial future.
Who Should Attend
-
This workshop is designed for individuals approaching retirement who want to:
- Learn about common financial challenges
- Gain insights into financial management and strategy
- Feel more prepared and confident about their retirement planning
Register Now
Your privacy is important to us. Your information will only be used to provide details about this workshop and will not be shared with third parties.
Date: 10.15.2024
Time: 6 PM
Location: The Lowell Showboat
Cost: Free
Spaces are limited, so register now to ensure your place in this valuable workshop. Take the first step toward understanding how to better manage your finances and avoid common mistakes as you approach retirement.
This workshop is for informational purposes only and does not constitute financial advice. Please consult with our qualified financial advisor team before making any investment or financial decisions.
About Milestone Wealth Management Team
Jaakko Kasko, CFP, CRPC
Jaakko enjoys providing financial planning services to small business owners and professionals who lack time and energy to plan their personal finances on top of running their business. When working with you, his focus is on helping you align your financial resources with the things you most value in life.
When Jaakko is not serving clients, he enjoys the great outdoors and spending time with his wife Susan, their dog Buddha, and cats Tommy and Sadie.
Tyler Buitenwerf
Tyler works as an advisor with about half our clients. He is dedicated to his pre-retirement clients, specializing in retirement funding and financial strategies that help retirees maintain their current lifestyle. Before entering the financial field, Tyler spent ten years as a teacher in Cedar Springs.
Outside of work, Tyler enjoys spending time with his wife, Anita, and their two children. As a long time bicyclist, Tyler maintains that many of his best ideas have come to him while riding his bike.
