How to Optimize your

Last 10yrs of Work before Retirement

Monday, September 9, 2024 | 6:30pm – 7:30 p.m.  MST | Zoom

Come join our first ever financial literacy series offered by alumni and Certified Financial Planner®, Chase Wickenheiser A&S ’19. Listen in and participate as we dive into and demystify retirement investing. You’ll learn about:

📈 Optimizing Savings: taking advantage of your Annual ROTH conversion, leveraging “taxable” accounts, reducing gains w/ tax harvesting, etc.

🥂 Choose an Estate Plan: Revocable Trusts, Irrevocable Trusts, Wills, Powers of Attorney, Charitable Planning, etc.

💲 Elevate your Inheritance: take advantage of your annual gift, be aware of your Lifetime Gift Exemption, establish multi-generational investments, be the first to give your family the “Rockefeller Effect”, etc.

Plus…
Sign up* for small group discussions with Chase on the next day, Tuesday 10th!

(*You will need to share your contact info with Chase directly.)

Speakers:

Chase Wickenheiser, CFP®, A&S ’19 & Football Alum

Chase is a Financial Advisor and Certified Financial Planner® with Magnus Financial Group LLC. Chase partners with clients to help them organize their current Financial Picture, advance their future Financial Goals, and motivate them to continually achieve those goals. Chase has presented his financial fundamentals to sports teams and student groups across Cornell University for the past several years.

  Michael Tanney

Michael is a Managing Director at Magnus Financial Group. His previous professional experience includes Goldman Sachs Private Wealth Management, where he advised various Fortune 500 executives, government officials, athletes, and many more, on assets greater than $10 billion.

Questions? Contact us:

• Thomas Scott – thomas.scott.phd@gmail.com
• Paul Hamill – paul.hamill@yahoo.com
• Gary Schueller – schuellergp@gmail.com