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.
Dinner Seminar
Smart Moves & Common Mistakes in Retirement Planning
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DATE & TIME
Thursday, October 30 · 6:30 - 8:30pm
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LOCATION
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PRESENTERS
Ruben Rivas - Wealth Advisor
Join the Waitlist
Our dinner is currently full. Please join the waitlist by completing the form. We’ll be in touch if a spot opens up.
-
DATE & TIME
Thursday, October 30 · 6:30 - 8:30pm
-
LOCATION
-
PRESENTERS
Ruben Rivas - Wealth Advisor
Smart Moves & Common Mistakes in Retirement Planning
Do's and Don'ts of Retirement Planning
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:

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.