Speaker: Deanne Rosso, President & CEO, Wealth Adviser

Enjoy a practical, real-world look at how retirement planning changes as life changes. In this session, Elevate President & CEO Deanne Rosso walks through the four key stages—accumulation, transition, distribution, and legacy—and explains how smart decisions in each phase can help support a confident lifestyle, reduce unnecessary taxes, and create more options for how (and when) money is used. This webinar focuses on the retirement “transition years,” when many people have a unique opportunity to plan proactively before required minimum distributions and other deadlines begin. Viewers will learn how to think about spending strategies, tax-efficient withdrawals, Roth conversion timing, and how different “tax buckets” can impact long-term outcomes for both retirees and their families. Close with a clear roadmap and next steps that can help bring more structure and clarity to retirement income planning.

Register for the Noon Webinar

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