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April 2019 Focus Group

April 25 @ 7:45 am - 9:00 am

Topic:  Rewriting Retirement

Speaker:  George B. Castrillon, CFP®
Vice President – Financial Advisor, PVG Group, RBC Wealth Management

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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.

Details

Date:
April 25
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Donna Bogdanovich
Email:
dbogdanovich_profid@yahoo.com

Other

Speaker
George B. Castrillon, CFP®
Topic
Rewriting Retirement

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

Details

Date:
April 25
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Donna Bogdanovich
Email:
dbogdanovich_profid@yahoo.com

Other

Speaker
George B. Castrillon, CFP®
Topic
Rewriting Retirement

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map