Dinner Seminar

Smart Moves & Common Mistakes in Retirement Planning

  • DATE & TIME
    Thursday, October 30 · 6:30 - 8:30pm
  • LOCATION
    The Capital Grille
    310 W. Wisconsin Ave., Milwaukee, WI 53203

    Get Directions

     

  • PRESENTERS
    Ruben Rivas - Wealth Advisor

     

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  • DATE & TIME
    Thursday, October 30 · 6:30 - 8:30pm
  • LOCATION
    The Capital Grille
    310 W. Wisconsin Ave., Milwaukee, WI 53203

    Get Directions

     

  • PRESENTERS
    Ruben Rivas - Wealth Advisor

     

Smart Moves & Common Mistakes in Retirement Planning

Do's and Don'ts of Retirement Planning

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 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.

Join us at The Capital Grille in Milwaukee, WI 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 and cash flow 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

Meet Your Presenter:

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Ruben Rivas

Wealth Advisor

For Ruben Rivas, trust is an essential part of his client relationships. Guiding clients through life’s complexities often means making difficult decisions, and by developing and maintaining that bond of trust, Ruben is able to help clients make the right decisions for their futures.

Ruben is passionate about working together with his clients in long-term, one-on-one relationships, helping them build, preserve, and transfer their wealth. He joined Strategic Wealth Partners because the firm shares his client-first philosophy that is rooted in relationships.

As a Wealth Advisor at Strategic Wealth Partners, Ruben works with affluent investors and families, bringing a complete approach to their wealth management needs. Ruben partners with his clients, guiding them through the complex planning and investing landscape and delivering simplicity.

Before joining SWP, Ruben worked as a Wealth Management Advisor at U.S. Bancorp Investments and as a Client Specialist at Robert W. Baird & Co.

A husband and father of three cool kids, Ruben enjoys creating lifelong memories with friends and family, golf, travel, cooking, and sports.

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