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Wealth, Health, and Meaningfulness in Retirement Webinar
RSVP to attend this virtual event hosted by Dean Mioli, CPA, CFP®, and Director of Investment Planning
Presented by Dean Mioli, Director of Investment Planning
A Citadel Wealth Management Webinar
Retirement is more than leaving the workforce - it's building a life filled with purpose, confidence, and financial clarity. Join Dean Mioli, CPA, CFP®, and Director of Investment Planning, for a focused session on the three pillars of a fulfilling retirement.
What You’ll Learn
- Staying purposeful in retirement and maintaining your human value
- Smart Social Security strategies to help maximize your benefits
- Sustainable spending guidance for long-term financial confidence
- Tactical IRA withdrawal approaches
- An overview of Citadel Wealth Management's retirement planning process
This session is ideal for anyone preparing for retirement or looking to stay informed and proactive in their planning.
Planning to attend? Click here to register. Can’t attend live? The webinar will be recorded, and all registrants will receive a copy.
Citadel Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.