Secure Your Dream Lifestyle: Retirement Income

Exclusive Expert-Led Workshop

Whether planning to travel the world, develop new hobbies, or purchase a second home, if you’re not confident that you have enough retirement savings to live the retirement of your dreams, you might have to start changing a few things.

Our workshop featuring Zoe Vetted Advisor Veronica Karas, CFP®, and Zoe’s CEO & Founder, Andres Garcia-Amaya, gives you all the tips and strategies that ensure you have the necessary retirement income to build the retirement you deserve.

Growing your wealth is tough, but Zoe makes it easy.

Get the recording:

Secure Your Dream Lifestyle: Retirement Income

Exclusive Expert-Led Workshop

Our upcoming workshop featuring Zoe Vetted Advisor Veronica Karas, CFP®, and Zoe’s CEO & Founder, Andres Garcia-Amaya, will give you all the tips and strategies that ensure you have the necessary retirement income to build the retirement you deserve.

Growing your wealth is tough, but Zoe makes it easy.

Date: Thursday, January 26th
Time: 1:00 pm ET | 10:00 am PT

Register now:

About The Workshop

Why you should watch this workshop:

We will discuss and review the tools that help you generate retirement income.
After this workshop, you will be one step closer to feeling confident, prepared, and ready for your dream retirement.
Learn about discretionary and non-discretionary expenses that can greatly impact your retirement costs.
Ensure you know your annual savings and where that puts you on your retirement time horizon.
Be aware of how to maximize the retirement income sources available to you and know when to access them.

Who is the workshop for?

Retirees
Investors
Individuals soon to retire.
Individuals looking for a financial advisor.
Business Owners

What topics are covered?

Spending During Retirement
Retirement Income Sources
Retirement Income Frameworks
Implementation of Retirement Income Frameworks

Speakers

Veronica Karas, CFP® - Zoe Vetted Advisor

Veronica is a Senior Financial Advisor with CAPTRUST. She previously worked as a financial planner at FCE Group; a financial planner for a team of advisors in Merrill Lynch’s global wealth management division; and as a financial advisor and director of marketing and business development at Circle Advisors Inc.

Veronica has extensive experience working with high-net-worth individuals and small businesses in all areas of financial planning, including estate planning, retirement planning, tax planning, education planning, and insurance. She holds an MBA from the Lubin School of Business. Veronica is the author of the “Money Matters” series of books and a national speaker on financial literacy.

About Zoe

Zoe is a wealth platform that connects you the right trustworthy, credentialed, and experienced wealth advisor for your needs. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s vetting process meticulously curates fiduciaries, financial advisors, and financial planners.

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Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.