Becker Tax Advisory Group Conducts More Educational Workshops Than Ever Before

Share Article

Becker Tax Advisory Group is seeing an increasingly large number of pre-and post retirement baby boomers attending informational workshops helping identify important strategies for retirees. “The combination of income strategies, liquidity management, and general asset preservation techniques are becoming increasingly important,” said Randy Becker, president of Becker Tax Advisory Group.

More Baby boomers than ever are flying headlong into a new myriad of retirement planning challenges. Becker Tax Advisory Group’s President, Randy Becker, states that he has never seen the company’s retirement planning workshops fill up so rapidly and build such a large waiting list.

What’s behind this hunger for education? More than ever baby boomers are relying on their own resources to propel them through retirement in a peaceful manner. Unfortunately, there’s a new landscape for retirees to navigate successfully. Fewer and fewer retirees have the benefit of a defined benefit plan (pension plan). It also appears that this same group of people will need more income with slightly less assets than previous generations.

Fortunately there is $1 trillion industry standing ready to help support the needs of this large number of boomers entering into retirement. “And our responsibility is to help filter through these options and develop a concise plan for these individuals who want to live out their dreams in retirement,” said Mr. Becker.

“We’ve often found that retirees are looking for a more personalized approach to their retirement planning”, said Arwen Becker, the company’s Vice President. “This is one of the reasons we take the educational process very seriously. We feel those that are armed with exceptional strategies will fare better than those who remain uninformed. For us, it is very important to work exclusively with retirees that believe and agree with our overwhelming philosophy of capital preservation, tax minimization and conservative approach. Our direction isn’t always the direction of the prospective client and that is okay. We want to help those that feel our approach fits their style and risk tolerance.”

To address this need, Becker Tax Advisory Group has filled the months ahead with educational workshops discussing topics such as risk management, income maximization strategies, navigating Social Security, income tax minimization techniques and other topics pertinent to the current era of retirement.

Both Randy and Arwen Becker emphasize the importance of focusing on the basics: cover your expenses with a steady stream of income, prepare for inflation, and stick to a conservative posture in order to preserve the assets you’ve accumulated for your retirement.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Randy Becker
Visit website