Oil & Gas Retirement Webinar

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Retirement Webinar Link: https://webinar.ringcentral.com/j/1486505201 Before your event arrives please take an opportunity to learn more... www.warrenstreetwealth.com/blog Our Services www.warrenstreetwealth.com/services About Us https://warrenstreetwealth.com/about-firm/

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Webinar

Sales Have Ended

Registrations are closed
Retirement Webinar Link: https://webinar.ringcentral.com/j/1486505201 Before your event arrives please take an opportunity to learn more... www.warrenstreetwealth.com/blog Our Services www.warrenstreetwealth.com/services About Us https://warrenstreetwealth.com/about-firm/
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Description

Retirement Planning Workshop - Webinar

You want to retire but something is getting in the way. Attend a free retirement planning webinar and discover what could be preventing you from finding your path.


By attending this retirement workshop webinar you'll learn about 401k’s, tax planning, social security, lump sum vs annuity options, how to avoid pre 59 1/2 penalties and much more.


The Details

The workshop webinar will provide a relaxed, fun, and honest discussion around the exciting and challenging times that retirement can bring. You will receive the same ideas and strategies the Warren Street Team provides to their clients.

Subjects

  • 401(k) and other retirement plans

  • Employee benefits

  • Retirement income

  • Lump-sum vs annuity pension option

  • Social Security

  • Taxes

  • Wills and living trusts

  • How to avoid common mistakes

Our goal is to help you prepare for a successful retirement.


About Warren Street

At Warren Street Wealth Advisors we deliver what we promise. Whether you are nearing retirement and looking to preserve assets or a young professional desiring to grow your wealth base, the WSWA ‘proven process’ can be relied upon to generate a market-based return suitable for your risk profile, without bias in regard to asset size or client relationship.

Let us prove to you how Warren Street Wealth can be your financial partner for every stage of life.


The Facts

We are fiduciaries, we work as a true ensemble team, and are privately owned. We focus all our work on our client's best interests. As fiduciaries, we DO NOT work on commission and do not sell any proprietary products.

  • We advise over 200 local families and businesses

  • We manage over $140,000,000 of investments

  • Our average team member has 13 years of industry experience


www.warrenstreetwealth.com/about-us


Services

Investments - Retirement Planning - Comprehensive Financial Planning - Tax Planning

www.warrenstreetwealth.com/services


Event Speakers

Emily Balmages, CFP®, CRTP, Director of Financial Planning, Wealth Advisor

Justin D. Rucci, CFP®, Wealth Advisor

Cary Warren Facer, Founding Partner, Wealth Advisor



Event Sponsored by:

Warren Street Wealth Advisors, LLC

www.warrenstreetwealth.com

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