Insights

Boeing Financial Webinar Series

As a Boeing professional, tax-efficiency is crucial to ensure you’re maximizing your retirement income. Planning for retirement can be overwhelming, especially when it comes to ensuring a tax-efficient income strategy that supports your lifestyle. In our latest webinar, Dave Mantell, CFP®, CFA from Stabler Wealth Management shares expert insights to help retirees and those approaching retirement make informed financial decisions.

What You’ll Gain from This Webinar:

• Best Practices for Retirement Withdrawals: Learn how to structure your income streams to maximize efficiency and longevity.
• Proactive Tax-Saving Strategies: Discover key methods to reduce tax burdens and optimize your financial future.
• Aligning Your Investment and Income Plans: Understand how to synchronize your portfolio with your retirement income needs.

With decades of experience working with Boeing employees and retirees, our team of Certified Financial Planners (CFPs®) is dedicated to helping you navigate retirement with confidence. Whether you’re already retired, considering early retirement, or in the planning phase, these insights will help you make the most of your hard-earned savings.

team@stablerwm.com | (425) 646-6327

Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Stabler Wealth Management is not registered as a broker-dealer or investment advisor.

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

Stabler Wealth Management and LPL Financial are not affiliated with or endorsed by Boeing.