Is your retirement living up to your dreams? Three experts discuss the three phases of retirement:
Julie Martin: Making retirement meaningful and replacing your workplace identity
Steve Gaito: Funding taxes and budgets in retirement
Denny Fraser: Passing assets on to next generation and necessary documents for protecting yourself
Call Today for Tips on:
• Reducing Taxes
• Retirement Income
• Legacy Planning
• Annuities
• Income Planning
• Retirement Planning
• Tax-Free Income
• Retirement Income
• 401k Planning
• Certified Financial Planner
• Retirement Distribution Plans
• Roth IRA Conversion
Steve Gaito, CFP®
CERTIFIED FINANCIAL PLANNER TM
Retirement Resource Management
843-868-8152
Cell: 919-270-4100
http://www.RetireRM.com
Steve@RetireRM.com
110 Traders Cross, 1st Floor, Bluffton, SC 29909
Talk of the Town Hosted by Robyn Zimmerman
May 2023
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