Complimentary for Members

June 16, 2026

Live Webcast

NYSED 1
•
NASBA 1

Queens/Brooklyn Chapter: Retirement Investing Strategies

June 16, 2026
Live Webcast
NYSED 1
•
NASBA 1

Queens/Brooklyn Chapter: Retirement Investing Strategies

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    Instructor

    Michael
    Strassmann

    View Bio

    Mr. Michael Strassmann

    Bio
    Michael Strassmann, CFP® is a Senior Wealth Advisor at Seasons of Advice Wealth Management, LLC. Born in 1989, Michael has over 10 years of professional experience dedicated to advising clients on investments, estate planning, retirement planning and other financial matters. Michael has a Bachelors of Science degree from Drexel University and is currently enrolled for a Masters in Advanced Financial Planning at Golden Gate University. Michael is also a CERTIFIED FINANCIAL PLANNER™. Prior to joining Seasons of Advice Wealth Management, he was an Advanced Planner at First Republic Bank, as well as a Wealth Strategist at Lenox Wealth Advisors.

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.

Learning Objectives

  • Identify key considerations for retirement planning, budgeting, and estate planning.
  • Explain the role of Roth conversions in retirement planning.
  • Assess investment consolidation and coordination strategies.

Major Topics

  • Retirement planning fundamentals.
  • Tax-efficient retirement strategies.
  • Investment and estate planning considerations.

CPE Credits Available

NYSED 1
NASBA 1
1
Taxation (NYSED) - NYSED
1
Taxes (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Basic investing knowledge

Intended Audience

Those involved with Older Individuals.

This event has ended.