A Citadel Wealth Management Webinar

Retirement is more than leaving the workforce - it's building a life filled with purpose, confidence, and financial clarity. Join Dean Mioli, CPA, CFP®, and Director of Investment Planning, for a focused session on the three pillars of a fulfilling retirement.

What You’ll Learn

• Staying purposeful in retirement and maintaining your human value

• Smart Social Security strategies to help maximize your benefits

• Sustainable spending guidance for long-term financial confidence

• Tactical IRA withdrawal approaches

• An overview of Citadel Wealth Management's retirement planning process

This session is ideal for anyone preparing for retirement or looking to stay informed and proactive in their planning.

Planning to attend? Click here to register or use the registration button. Can’t attend live? The webinar will be recorded, and all registrants will receive a copy.