CRAve-Life asks the next one:
What do you want all of that freedom
to make possible?
Financial confidence creates options. What you do with those options is the point. The CRAve-Life Summit brings the financial and human sides of retirement together in one day.
A Journey Through L.I.F.E.
Ed Slott, CPA
Taxes can dramatically affect how much of your retirement wealth you get to use — and how much you leave behind. Ed will break down the latest retirement tax rules, costly traps to avoid, Roth opportunities and strategies designed to help reduce the tax hit later.
Your Journey Through L.I.F.E.
A day away from the ordinary,at The Westdrift Manhattan Beach.
Good food. Real conversation. Ideas worth sitting with. A room full of people building the same kind of next chapter you are.
California Retirement Advisors is headquartered at 1419 Highland Ave., Manhattan Beach, CA, 90266.
Investment advisory services offered through Mutual Advisors, LLC DBA California Retirement Advisors, an SEC-registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.
GS PFM is not affiliated with Mutual Advisors dba California Retirement Advisors.