Effective retirement planning involves more than simply ending a career—it requires careful coordination and informed decision-making to avoid common pitfalls and ensure long-term financial security. This overview will explore critical strategies, including optimal timing for Social Security, diversified income planning, tax-efficient withdrawals, and regular financial reviews. Emphasis will be placed on aligning income sources, insurance coverage, and estate planning with evolving personal and financial goals. Additionally, the importance of ongoing collaboration with financial advisors, tax professionals, and estate planning attorneys will be highlighted to support a comprehensive and adaptable retirement strategy.
KOVITZ EVENTS
Register to Attend This Dinner Seminar at Gibsons Bar & Steakhouse in Chicago, IL
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THURSDAY, JULY 17
Smart Moves & Common Mistakes in Retirement Planning
Do's and Don'ts of Retirement Planning
Join us at Gibsons Bar & Steakhouse in Chicago, IL for an exclusive discussion designed for individuals and families on the do's and don'ts of retirement planning.
Topics we will cover:
- Do review your income streams, cash flow, and insurance strategies regularly
- Do plan for a long retirement and coordinate with your financial, tax, and legal advisors
- Don’t apply for Social Security too soon or assume your accumulation phase has ended
- Don’t overlook diversification, tax law changes, or assume your estate plan is set
DATE & TIME
Thursday, July 17, 2025 · 6:30pm - 8:30pm CT
LOCATION
Gibsons Bar & Steakhouse1028 N. Rush St
Chicago, IL 60611
Get Directions
Meet your Presenters
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Michael Marciszewski,
CFP®
Wealth Advisor
Michael partners with senior wealth advisors to provide clients and their families with comprehensive wealth management and financial planning advice. Prior to joining Kovitz in 2021, Michael was a Financial Planner at Ayco, a Goldman Sachs Company, where he focused on wealth management, financial planning, and estate settlement for high net worth families and corporate executives.
Michael earned his Bachelor's of Science in Business in Finance and Accounting at DePaul University and is a Certified Financial Planner® Professional. Michael lives in Chicago, IL and in his spare time he enjoys biking on the lake front trail and cheering for the Bulls, Bears, Blackhawks and White Sox.
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Andy Novak, CFP®
Wealth Advisor
Andy Novak is a Wealth Advisor at Kovitz, focusing on building and maintaining relationships with clients. Andy earned his Bachelor's of Science in Business Administration in Accounting & Entrepreneurship from the University of Dayton. He is a Certified Financial Planner® professional and is licensed with FINRA under series 65. Andy lives in Chicago, IL with his fiance, Quinn. In his spare time, you’ll find him watching sports, cooking, or searching for a new restaurant in the city of Chicago.
