Join us for an informative retirement planning or estate planning workshop.
Custom Retirement Solutions welcomes you to join us at one of our complimentary, no-obligation Retirement Planning or Estate Planning online seminars. Our educational workshops are free and open to the public!
During an online workshop, attendees learn:
For those in retirement……Estate Planning Techniques To Protect Your Assets.
- Will I outlive my Assets?
- How are your assets invested now that you are retired?
- How do I keep more of my money and pay less taxes?
- How do I keep assets within the family (kids)? Nursing Home Protection
- Making the transition of your assets to your kids assets easy.
For those near retirement ….. When & How Can I Retire?
- When can I retire?
- How does Social Security work? How can I maximize Social Security?
- How much risk am I taking with investments / Retirement Plans? Does it need to be changed since I am older and near retirement?
- How much will I need to retire?
Nothing is sold at our online seminars. These workshops are focused on teaching you how to integrate planning strategies into your retirement plan. Reservations are required.
Upcoming Online Seminars:
Generally speaking we hold 20 minute webinars on Estate Planning the last thursday of each month at 1pm.
– July 31st, 2025 at 1pm
– August 28th, 2025 at 1pm
– September 25th, 2025 at 1pm
– October 30, 2025 at 1pm
– November 20th, 2025 at 1pm (Due to Thanksgiving)
Upcoming Workshops
Workshops are either face to face or online and reservations are required. Please call 716-206-0346 to learn more about our workshops and make a reservation. Or complete the online form below.
Retirement Roadmap: Planning and Protecting Your Assets
As you approach retirement or in retirement its more important then ever to understand how your money is invested, how long it will last, how to protect it for your family. Join us for this fun and educational event.
We will discuss important issues such as:
- When and How Can I Retire ?
- How Can I Protect My Assets In Retirement
- When Should I Take Social Security/Will SS Be There For The Rest Of My Life
- Are My Assets Invested Correctly Now That I Am In Retirement or Near Retirement
- How can I Protect My Assets From Nursing Home/Medicaid Planning
Reserve Your Spot
To reserve your seat(s) to an upcoming workshop, call (716) 206-0346 or please fill out the form. Space is limited and reservations are required. We look forward to seeing you!