Broker Check

FREE LIVE WORKSHOP
3 Ways to Retire With More:
A Roadmap for Optimizing Your Financial Resources

September 25th OR September 30th
6:30-7:30 p.m.

Hilton Garden Inn
3743 West Chester Pike
Newtown Square, PA 19073

In retirement, market declines, improper asset allocation, and rising taxes can shorten your money’s lifespan. 

Join Charles Welde, founder and lead advisor of The CP Welde Group, for this eye-opening session to discover 3 Ways to Retire With More: A Roadmap for Optimizing Your Financial Resources.

In this sixty-minute, interactive session, you’ll learn how to:

  1. Determine how much money you’ll need to retire comfortably
  2. Identify your ideal asset allocation for income and growth
  3. Implement tax strategies that can help make your money last longer

More than a high-level overview, we’ll walk through practical examples and exercises so you can visualize how a plan could work for you in real life.

Who should attend:

  • Pre‑retirees and retirees seeking a reliable income plan
  • Couples asking, “Do we really have enough?”
  • Anyone curious about working with a holistic financial advisor, or wondering whether your current advisor is the right fit

The right plan can make all the difference between retirement uncertainty and retirement security. Seats are limited—reserve yours today.

Register below by entering your information and adding which date you would like to attend in the comments!

Thank you!
Oops!
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.

Ready to start planning your retirement?

Get In Touch