What You'll Learn

Hidden pitfalls that most advisors will completely miss due to not understanding the new tax law.
What assets you should hold in what accounts to make the most of your hard-earned retirement savings.
The #1 Mistake most Americans are making with their retirement accounts - are you one of them?
And much, much more!

Featured Speaker

Joseph Gissy - Chief Operating Officer
Capital Management Services

Joseph Gissy is a dedicated Retirement Specialist and Portfolio Manager for Capital Management Services, Inc. a Registered Investment Advisory Firm. Joseph has been helping individuals reach their retirement goals in Westlake Village and the surrounding areas for over 5 years and he has been an active trader with Capital Management Services, Inc. for over 9 years. He has been featured in various publications and is passionate about educating consumers on how they can live a happy and prosperous retirement.

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