Suzanne Magner, CFP

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Suzanne works with the PKAG team to design comprehensive retirement plans and find the right solutions for our clients’ unique situations. As a Certified Financial Planner with over 20 years of experience, she is able to help families see the big picture of their finances and build a plan that allows them to retire with confidence.

Suzanne is a year-round biking enthusiast, mountain biking in the summer and fat biking in the winter.

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More Than Money

How do tax changes impact you and what should you do about it?

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

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