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Presented by Mike Schelle, CFP®, Founder at Cloudsplitter Financial Planning
Mike Schelle, CFP® has been helping families get the most out of their work and wealth since 2016 by offering the highest level of fiduciary financial advice possible. Join him for complimentary drinks and appetizers as he offers some next-level strategies aimed for professionals and retirees in their 40s, 50s and 60s.
In this event I'll discuss
Retirement Risks You Must Prepare For
Savings Strategies For Every Age and Tax Bracket
How Tax Planning Gives Your Portfolio An Edge
In this event I WON'T discuss
Stuff you have to do for me (there is no obligation)
Products that make me money (I don't sell products)
How to get rich on Kalshi (I'm a fiduciary)
I want to join the fun,
Sign me up!
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