Avoiding Retirement Risks and Building a More Confident Future

This webinar will discuss the five areas of retirement planning that individuals should consider as you prepare for retirement:

• Retirement disasters to avoid
• Managing taxes in retirement
• Does the SECURE ACT make my retirement more secure?
• Investing for retirement
• Passing retirement assets to heirs

Jacob Bierstedt is a Financial Advisor with Dixon Financial Group.

He focuses on administrative aspects of financial planning, primarily clients’ Retirement Income Plans. These plans help clients understand how to convert their retirement savings into a steady stream of retirement income. He firmly believes that using dividend-paying investments increases the likelihood of growth and provides a Real Return for each client.

In early 2023, he became an LPL Financial Advisor, working directly with clients, primarily focusing on educating young professionals and entrepreneurs. He helps them manage risks and create a more confident financial future.