News from SVA Plumb Financial

SVA Plumb Financial Professionals Present Retirement Planning Today

By SVA | 10/2/2017

SVA Plumb Financial professionals Erin Burke and Jay Neary, CFP® present for Retirement Planning Today®. This educational course for adults ages 50 to 70 will teach strategies on planning a secure retirement.  

During this course, attendees will learn how to determine the amount of money they will need to retire, eliminate debt and improve cash flow, select the appropriate retirement plan distribution, and plan their retirement income. Further topics covered in this course are creating goals for a successful retirement, transferring the risk of potential financial losses before or during retirement, and reducing or eliminating taxes, expenses, delays and legal challenges with estate planning.

Erin is a Financial Consultant with SVA Plumb Wealth Management, LLC. She provides comprehensive financial planning and investment management that helps her clients reach their goals. Erin works with individuals and families, providing them investment consulting and comprehensive financial planning including education, retirement and estate planning.

Jay is a Financial Consultant with SVA Plumb Wealth Management, LLC. He focuses on financial planning and helping clients realize their financial goals. In an increasingly complex financial world, simplifying personal finances is one of Jay’s passions.  He is a part of a diverse team of wealth management professionals who help individuals and families accumulate, preserve and transfer their wealth.

For more information about this course, visit


About Retirement Planning Today®

In simple language, this course explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.

By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

About SVA Plumb Financial

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.