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The Transition into Retirement - What You Need to Know

The Transition into Retirement - What You Need to Know

When Thursday, Oct. 4, 2018
11:00 AM - 12:00 PM

Where Online

Description

This webinar will cover many facets of retirement planning, including the following topics:

• Be Retirement Ready. Know what to consider both financially and emotionally to make sure you are ready for retirement.

• Timing is everything. Knowing when you want to retire and how long your retirement could last are important components to planning.

• Taking the Guesswork out of Retirement. Know how much income you will need to maintain the lifestyle in retirement that you desire.

• The 3-Legged Stool of Retirement Income. How to determine a safe withdrawal rate and know what assets or income to draw from first.

 

Speakers

James Karchner

James J. Karchner, CFP®, CPA/PFS
Partner, Senior Wealth Advisor

Jim works closely with individuals and their families to develop customized financial plans and portfolios that are aligned with their personal goals and objectives. As a CPA, he is uniquely qualified to incorporate his tax knowledge in advising clients and their businesses in various aspects of their financial matters.

Jim is the leader of the firm's Business Retirement Plan Group. In this role, he provides leadership to our team members in assisting plan sponsors and business owners with the design, implementation and administration of their retirement plans to meet their goals, objectives and fiduciary responsibilities.

Jim is also a member of the firm's Compliance Advisory Team to oversee risk management.

The most rewarding part of the job to Jim is providing his clients with the guidance and experience necessary to help them establish and reach realistic long-term goals.

 

Debra Sherman

Debra H. Sherman, CTFA
Senior Wealth Advisor

Debbie works closely with individuals and their families to develop customized financial plans that are aligned with their personal goals and objectives. She also collaborates with the firm's Investment Strategy Group to align clients' portfolios with their financial plans and appropriate risk levels. She is a Certified Trust Financial Advisor (CTFA) with experience assisting clients with trust matters.

Debbie is a member of the firm's Business Retirement Plan Group. In this role, she assists plan sponsors and business owners with the design, implementation and administration of their retirement plans to meet their goals, objectives and fiduciary responsibilities. She also has experience advising clients with prevailing wage plans.

The most rewarding part of the profession for Debbie is learning the unique qualities of each client, building a strong relationship to understand their needs and then tailoring a plan to better align with their goals.

 

Angela Barkosky

Angela R. Berkosky, CFA
Partner, Chief Investment Officer

Angela leads the Investment Strategy Group's portfolio management team members. In this role, she is responsible for setting the investment philosophy and allocations utilized throughout the firm. She works closely with the firm's Wealth Advisors and clients to create customized investment portfolios considering their level of risk and financial goals. Angela's team is responsible for the implementation and monitoring of client portfolios.

As part of the Domani Wealth Family Office team, Angela works very closely with the firm's Wealth Advisors and the high net worth clients to locate, implement and monitor unique investment strategies and allocations. This includes meeting with separate account managers, private equity groups and other investment professionals to provide oversight for the entire families' portfolios.

Angela enjoys meeting with clients to learn more about their unique financial needs. She finds it very rewarding to know she has made an impact on the lives of many clients through portfolio management.

Contact Information ShaunJude McCoach
smccoach@cpbj.com
Phone: 717-323-5204

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