Steps to a Successful Retirement
April 8, 2021 7:00 to 7:30 p.m.
In this free webinar on retirement planning, we will cover topics that are critical for your retirement planning success. We will cover how to:
- Time your retirement
- Retire early
- Maximize your Social Security benefits
- Determine your retirement income
- Take advantage of little-known tax code advantages, including the “backdoor” Roth
Attendees will receive our FREE Retirement Toolkit and our FREE Retirement Checklist. These are two valuable resources to help you plan your retirement.
Senior Vice President at Financial Growth Management, Inc.
Jason T. Micheli began working in the financial services industry in 2002 at Merrill Lynch, where he earned his Series 7 & 66 securities licenses. In 2018, Jason joined Financial Growth Management, an Orange County investment advisor. In 2019, Jason was named by West Coast Magazine as one of 28 people under the age of 40 who are emerging leaders likely to shape the future of Orange County for years to come.