Topic: Rewriting Retirement
Speaker: George B. Castrillon, CFP®
Vice President – Financial Advisor, PVG Group, RBC Wealth Management
It’s not your parents retirement! Baby Boomers see retirement as opportunity to explore and find more meaning.
We will discuss:
- Differences between the boomers and prior generations of retirees
- How we can best support the boomers
- Retirement expectations vs. realities
- Tactical advice that can be used when setting the stage for retirement (spending patterns, income planning, social security strategy, health care, housing, legacy)
About our Speaker:
George is a partner with the PVG Group at RBC Wealth Management. He has 12 years of industry experience in helping high-net worth families with their wealth management needs. He has significant experience and skill in helping clients address a wide range of financial priorities. He is adept at helping clients clarify their key objectives and creating a customized strategy that makes sense to them. With an intense focus on service, he delivers sophisticated strategies and solutions for complex financial matters ranging from selling of closely-held business’s to tax-efficient portfolio strategies for investors in the highest tax bracket. Through the wealth management philosophy of PLAN WELL – INVEST WELL – LIVE WELL employed by his team, he delivers a holistic wealth management approach that looks beyond the numbers in preparing custom wealth plans for every client.