Agenda Discovery Week Month

Curated for Me

Its possible to live your desired lifestyle and leave a lasting legacy

Tatyana Burylova, B.Econ., MBA - Financial Planner
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Endorsed by Curators:
Oct 12 4:30PM - 7:00PM

Youve spent years building an investment portfolio to help you live your desired retirement lifestyle. Now that youre at or near retirement, the time has come to look at the best method for drawing income.

There are many options, but the best one helps ensure you withdraw money in not only a tax-efficient manner but one in which can help preserve your estate.

Lets talk. I can give you the advice you need to help you enjoy the lifestyle youve become accustomed while savoring the satisfaction of knowing youll be leaving a meaningful legacy for your kids.

You want peace of mind for yourself and your family. A solid plan can ensure it.

Book an appointment to

- Understand Estate Planning

- Set the Goals

- Get Started Your First Steps

- Consider the Fundamentals From Wills to Taxes

- Develop Your Best Strategy

Upcoming Events

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Endorsed by Curators:
Its possible to live your desired lifestyle and leave a lasting legacy

Its possible to live your desired lifestyle and leave a lasting legacy

Oct 22 4:30PM - 7:00PM
Youve spent years building an investment portfolio to help you live your desired retirement lifestyle. Now that youre at or near retirement, the time has come to look at the best method for drawing…
 
Write a Review
Select your rating. ( ) ( ) ( ) ( ) ( )
×
Endorsed by Curators:
Its possible to live your desired lifestyle and leave a lasting legacy

Its possible to live your desired lifestyle and leave a lasting legacy

Oct 23 4:30PM - 7:00PM
Youve spent years building an investment portfolio to help you live your desired retirement lifestyle. Now that youre at or near retirement, the time has come to look at the best method for drawing…
 
Write a Review
Select your rating. ( ) ( ) ( ) ( ) ( )
×
Endorsed by Curators:
Its possible to live your desired lifestyle and leave a lasting legacy

Its possible to live your desired lifestyle and leave a lasting legacy

Oct 24 4:30PM - 7:00PM
Youve spent years building an investment portfolio to help you live your desired retirement lifestyle. Now that youre at or near retirement, the time has come to look at the best method for drawing…