KatzAbosch’s Strategic Retirement Planning Luncheon Recap

On June 4, 2015, KatzAbosch hosted a Strategic Retirement Planning Luncheon for clients and friends. Steve Gershman and Lori Kirk of KatzAbosch presented with a guest appearance by Greg Lowe of Lowefs.

During this seminar, the speakers explored areas to improve plans for retirement including:

  • Power of the Point
  • Controlling Risk
  • Retirement portfolio performance
  • Avoiding pitfalls of beneficiary designation
  • Avoiding top tax traps in your retirement plan
  • Timing on Roth IRA conversion
  • (Potentially) Increasing investment returns

Lunch was provided by The Stanford Grill. The firm received great feedback on the event from the audience of over 60 guests.

For more information on strategic retirement and estate planning, please contact experts Steve Gershman at sgershman@katzabosch.com or Lori Kirk at lkirk@katzabosch.com.

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