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3 Crucial Retirement Risks Webinar

When you think about retirement, you're probably focused on finally enjoying the lifestyle you’ve worked hard for. But to do so, understanding and working to avoid the major risks that can disrupt your retirement is crucial—because even the best-laid financial plan can topple when there’s a crack in the foundation.  

The first step in protecting your wealth? Knowing what could hurt it.

Here’s a sneak peek at what our 3 Crucial Retirement Risks recorded webinar will cover:

  • How changes in your income and expenses over time can disrupt even the most well-designed plan
  • Why timing and strategy matter when withdrawing money from your accounts
  • What many retirees overlook when it comes to protecting their savings from external pressures


And more!

This webinar is designed to help you gain confidence in your retirement strategy. Because five years from now, you'll be five years closer to retirement or five years into retirement, so it’s time to protect your financial future either way.

There’s hoping things will work out, and there’s planning for it.
Which will you choose?

check out our webinar and take a meaningful step toward a more secure retirement.

About your presenter:

About your presenter:

Charles Welde, CPA, CFP®, is the founder and lead advisor at The CP Welde Group, where he brings over four decades of experience blending tax expertise with holistic retirement income planning. A former public accountant turned financial planner, Charles found his calling in helping clients create a secure future rather than simply account for the past. He is a proud Villanova graduate, an Ed Slott Master Elite IRA Advisor, and a Lifetime Member of the Million Dollar Round Table. Known for his friendly, numbers-savvy approach, Charles believes wisdom comes from lifelong learning, a value he lives out through his work with an exclusive Mastermind Group of top-tier advisors. Outside of the office, he's a devoted husband, father of three daughters, and grandfather to three.