Instructor
Marc Fowler
Instructor
Marc specializes in supporting partners and clients in understanding retirement plans, in particular the power of 401(k) and the relevant legislation that surrounds saving for retirement. After starting two small businesses in New York, he has a passion for how 401(k) plans can support the SMB sector.
This FAE Tech Session examines key financial planning strategies for retirement, including budgeting, investment management, tax-efficient planning, and estate planning. Participants will explore approaches to coordinating and consolidating investment accounts, assess the potential advantages and considerations of Roth conversions, and review essential strategies for promoting long-term financial security. Through practical discussion of retirement planning principles, attendees will gain valuable insights into developing a comprehensive financial strategy that integrates investment, tax, and estate planning objectives.
None
General audience