Ten Steps to Preparing for Your Retirement
Retirement marks a significant milestone in life, bringing both excitement and challenges. To ensure you embark on this new chapter with confidence, Wealth Manager, Louis Green has curated a list of the top ten things you should consider before retiring. From financial preparation and healthcare considerations to lifestyle adjustments and estate planning, this seminar aims to equip you with the knowledge and tools necessary to make informed decisions about your future. Whether you're nearing retirement or planning ahead, join us as we explore these crucial topics and help you pave the way for a secure and enjoyable retirement journey.
Speaker
Louis Green is dedicated to helping his clients solve the financial puzzle of their lives. He focuses on long- term planning and comprehensive wealth management for his clients. Louis incorporates the lessons of behavioral finance into his work. He believes that by avoiding emotional mistakes, particularly during times of financial upheaval, clients can be better positioned to achieve their goals.
Louis's approach to wealth management seeks to address each client's day to day liquidity needs, retirement income goals, and the longer-term legacy they wish to create.
He has earned advanced certifications including the Chartered Financial Analyst, Certified Financial Planner and Certified Private Wealth Advisor designations. This training enables Louis to provide sound advice in many areas, including cash flow management, investment management, retirement planning, trust and estate planning, and tax mitigation.
Louis became interested in financial services at a young age while watching his father, an accountant, provide tax services to friends and family. Reading about Warren Buffet and other great stock pickers added to his fascination with the markets. He started his career in 1997 at Bankers Trust. The firm was purchased by Deutsche Bank, where Louis worked as a portfolio manager. He joined PNC Wealth Management as an investment advisor in 2015 and moved to UBS in December 2020. Louis founded Prestiq Wealth Partners and joined Savvy Wealth in 2024.
All advisory services are offered through Savvy Advisors, an investment advisor registered with the Securities and Exchange Commission (“SEC”). Prestiq Wealth Partners is a marketing name and is not affiliated with Savvy Advisors.
BPL’s Business & Career Center is generously supported by Dime Community Bank, Lead Funder of the PowerUP Business Plan Competition, Dr. Beverly S. Jacobs, Ridgewood Savings Bank, and Data Axle Reference Solutions.
Retirement marks a significant milestone in life, bringing both excitement and challenges. To ensure you embark on this new chapter with confidence, Wealth Manager, Louis Green has curated a list of the top ten things you should consider before retiring. From financial preparation and healthcare considerations to lifestyle adjustments and estate planning, this seminar aims to equip you with the knowledge and tools necessary to make informed decisions about your future. Whether you're nearing retirement or planning ahead, join us as we explore these crucial topics and help you pave the way for a secure and enjoyable retirement journey.
Speaker
Louis Green is dedicated to helping his clients solve the financial puzzle of their lives. He focuses on long- term planning and comprehensive wealth management for his clients. Louis incorporates the lessons of behavioral finance into his work. He believes that by avoiding emotional mistakes, particularly during times of financial upheaval, clients can be better positioned to achieve their goals.
Louis's approach to wealth management seeks to address each client's day to day liquidity needs, retirement income goals, and the longer-term legacy they wish to create.
He has earned advanced certifications including the Chartered Financial Analyst, Certified Financial Planner and Certified Private Wealth Advisor designations. This training enables Louis to provide sound advice in many areas, including cash flow management, investment management, retirement planning, trust and estate planning, and tax mitigation.
Louis became interested in financial services at a young age while watching his father, an accountant, provide tax services to friends and family. Reading about Warren Buffet and other great stock pickers added to his fascination with the markets. He started his career in 1997 at Bankers Trust. The firm was purchased by Deutsche Bank, where Louis worked as a portfolio manager. He joined PNC Wealth Management as an investment advisor in 2015 and moved to UBS in December 2020. Louis founded Prestiq Wealth Partners and joined Savvy Wealth in 2024.
All advisory services are offered through Savvy Advisors, an investment advisor registered with the Securities and Exchange Commission (“SEC”). Prestiq Wealth Partners is a marketing name and is not affiliated with Savvy Advisors.