Webinar hosted Guzmán Wealth Management
Every Longhorn needs a financial plan!
Comprehensive Financial Planning for life after UT
Seats Available Now! Registration Closes In:
*Register today!
Learn about the 5 key topics to perfect your pre-retirement financial plan:
1. Asset management - making sense of the financial markets.
2. Estate planning - When was the last time you updated your will?
3. Managing income taxes in retirement - Income tax 101
4. Risk Management - health, life, and long-term care insurance, what do I really need?
5. Retirement planning - Where do I start?
In the upcoming webinar, fellow longhorn, Steven Guzmán, will explore retirement options available to you in the UT Austin system.
Steven will also be joined by guest speaker Jeff Weniger, Director of Asset Allocation of Wisdom Tree ETFs who will share key insight common concerns about the economy.
By also attending, you will have the opportunity to obtain the quick start guide created by Guzman Wealth Management. This detailed instruction guide outlines the step by step process to begin the retirement planning in the UT System including:
1. UT Pre-retirement checklist
2. UT Benefits Retiree enrollment guide
3. UT health insurance options prior to age 65
4. Medicare guide
5. Phase out retirement documents
6. BCBS insurance guide
7. ORP provider list
8. Links to guide on how to manage accrued vacation days
9. Social Security benefits guide
10. Part time employment guide after retirement
11. Many more options
This comprehensive roadmap guide will allow you to navigate massive UT retirement systems website that you will now have at your fingertips!
****Please consult with your specific school or Dean for additional information*******
Featured Presenters
Peter McClellan Lead Advisor
As a long time Austinite and fellow Longhorn, Steven has been serving UT families, alumni, and faculty as a financial planner in a fiduciary manner. Having intimate knowledge of the UT Retirement system, Steven can build your roadmap to your next financial chapter.
As a certificate holder of the Certified Financial Planning program (CFP) from the University of Texas at Austin, Steven incorporates every facet of planning to include, asset, estate, insurance, taxation, and retirement management. Steven is a candidate for examination for the September 2020 exam window for his CFP designation.
Steven grew up in Houston and moved to Austin to attend Saint Edward’s University and like so many others has not found a reason to leave Austin. Steven resides with his fiancée Melissa and their crazy four-legged children, Trigger, Snooki, and Wylie.
Steven is also holding a BBA in management from Saint Edward’s University. Guzmán Wealth Management is a Registered Investment Advisor.
Peter McClellan Lead Advisor
As a long time Austinite and fellow Longhorn, Steven has been serving UT families, alumni, and faculty as a financial planner in a fiduciary manner. Having intimate knowledge of the UT Retirement system, Steven can build your roadmap to your next financial chapter.
As a certificate holder of the Certified Financial Planning program (CFP) from the University of Texas at Austin, Steven incorporates every facet of planning to include, asset, estate, insurance, taxation, and retirement management. Steven is a candidate for examination for the September 2020 exam window for his CFP designation.
Steven grew up in Houston and moved to Austin to attend Saint Edward’s University and like so many others has not found a reason to leave Austin. Steven resides with his fiancée Melissa and their crazy four-legged children, Trigger, Snooki, and Wylie.
Steven is also holding a BBA in management from Saint Edward’s University. Guzmán Wealth Management is a Registered Investment Advisor.