Planning for retirement can be a daunting task with so many variables and rules around retirement accounts, Social Security, Medicare, etc. But taking just a few key steps can help you retire with confidence. Attend this webinar with Dave Zaegel, CPA, CFP, of CWOs For Hire to learn three questions to ask yourself about retirement. Dave will share these key questions (and their answers!) so you and/or your clients can retire with confidence.
Learning Objectives:
- Outline how to structure investments to provide both short-term income and long-term growth
- Determine when to make adjustments to retirement account distributions
- Summarize how to reduce income taxes over the long term and how to determine when you should take income
Dave Zaegel
CWOs For Hire
President
dzaegel@cwosforhire.com
(314) 807-9870
Born and raised in Saint Louis, Dave graduated from Saint Louis University with a Masters in Accounting. He spent the first 15 years of his career in various advanced accounting functions. Dave has since decided to follow his passion for helping people with their financial planning. His business background and knowledge of employee benefits, stock compensation, insurance, investments, and taxes makes him a perfect fit for working with business owners.
Outside of work, Dave spends time with his wife and three children. Dave enjoys sports (especially baseball), exercising, and playing music. Dave also enjoys volunteering at St. Joseph – Manchester, MO parish.
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