
About this Event
457(b) plans are a valuable retirement tool for high-earning doctors, but without a distribution strategy, your account can become a ticking tax bomb!
Start planning for a more confident future at this special event exclusively for physicians, featuring:
- Complimentary beer, wine, soft drinks, and happy hour snacks
- Advice for maximizing your tax-deferred retirement savings with 457(b), 403(b), and other accounts
- Proven ways to protect your hard-earned assets
*Investment in securities, including mutual funds, involves the risk of loss. Industry examinations, registrations, designations, recognitions, or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the granting entity or any regulatory authority. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Agenda
🕑: 05:00 PM - 05:10 PM
Maximizing Your Retirement Savings with a 457(b) Plan
Host: Nate Tomkiewicz, CFP®
Info: If you're maxing out your 403(b) and IRA, a 457(b) gives you another opportunity to defer taxable income and build the savings you'll need to maintain your quality of life in retirement. Nate and Zack will outline who 457(b)s best serve, how they help physicians save for a more confident retirement, and the pitfalls plan users need to avoid.
🕑: 05:30 PM - 05:40 PM
Maximizing Your Retirement Savings with a 45(b) Plan (encore)
Host: Nate Tomkiewicz, CFP®
🕑: 06:00 PM - 06:10 PM
Maximizing Your Retirement Savings with a 45(b) Plan (encore)
Host: Nate Tomkiewicz, CFP®
Event Venue
Hot Plate Brewing Co., 1 School Street, Pittsfield, United States