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DC (P) Retirement and Financial Transitions in Bethesda

About this event

Join Eric Hirsch, CFP®, AWMA®, for a practical session on mastering asset and income management to maximize retirement cash flow and minimize taxes.

In this presentation, we'll focus on the income, withdrawals and taxes associated with efficiently generating income in retirement.

Understanding the components at play during that period can help maximize that income stream but also serve as the foundation for successful planning either pre- or post-retirement.  

 

Topics include:

•      Exploring various income sources and tax implications in retirement, and strategies to manage them effectively.

•      Understanding retirement savings vehicles: How they function and which options are most beneficial.

•      Optimizing ROTH conversions and distributions for maximum benefit.

•      Legacy planning and gifting: Timing, methods, and considerations.

 

Eric Hirsch is an Advisor in SEIA’s Washington, DC metro area office. He provides holistic wealth management services to individuals, organizations, and companies with an emphasis on investment management, retirement planning, and estate planning strategies.

 Eric has over 18 years of experience in financial planning and investment management. Before joining SEIA, Eric was a Vice President in the Asset Management division at Goldman Sachs. 

 

Eric received his B.A. from the University of Maryland and his M.B.A. from the University of Chicago, Booth School of Business. He is a CERTIFIED FINANCIAL PLANNER™ (CFP® ) and holds his Series 7 and Series 66 securities licenses.

 

Eric is the son of Women's Connection member, Hanita Hofman!


Date and Time

Sunday, September 8, 2024, 11:00 AM until 1:00 PM

Location

Bethesda Chevy Chase YMCA
9401 Old Georgetown Road
Washington , MD  20814
USA

Event Contact(s)

Hanita Hofman

Category

Chapter

Registration Info

Registration is required
Payment In Full In Advance Only
     

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