Speaker: Chuck Vickery, Founder and Wealth Adviser

Planning for retirement isn’t just about saving—it’s about knowing how to spend wisely when the time comes. Led by our founder Chuck Vickery, this webinar breaks down the full retirement journey into four key phases—Accumulation, Transition, Distribution, and Legacy—with one goal in mind: helping you keep more of your money and give with impact.

We start with your legacy, because how you finish should shape how you begin. You’ll learn proven strategies to reduce lifetime taxes, make confident decisions during retirement transitions, and avoid costly missteps. Whether you’re five years out or already retired, this session offers practical, real-life guidance to help you retire on your terms.

Register for the noon webinar

Submit questions ahead of time:
marketing@elevate-wealth.com