Quest Commonwealth - Defenders of Wealth
Empowering retirees with free workshops on income strategies, estate planning, and tax-efficient withdrawals, expanding across Michigan communities.
BINGHAM FARMS, MI, UNITED STATES, November 12, 2024 /EINPresswire.com/ -- Quest Commonwealth, a leader in holistic retirement planning, is making a significant impact in Michigan communities with its traveling Retirement Masterclass. This initiative, aimed at empowering pre-retirees and retirees with essential tools to secure their financial future, has been gaining momentum and praise from local residents.
Amidst economic uncertainty, many individuals nearing retirement are left feeling uncertain about their financial plans. With fluctuating market conditions, evolving tax laws, and concerns about rising healthcare costs, retirees are seeking clarity on how to protect and grow their hard-earned savings. Quest Commonwealth’s Masterclass aims to fill this knowledge gap by providing accessible, no-cost educational workshops.
“Our goal is to bring retirement education directly to the community,” said Rick Williams, Senior Retirement Planner at Quest Commonwealth. “We believe everyone deserves access to the knowledge and resources necessary for a stable retirement. By hosting these free workshops, we’re making that possible.”
The traveling Masterclass covers a wide range of vital topics, including income strategies, tax-efficient retirement withdrawals, and estate planning essentials. Attendees also receive guidance on how to protect their investments during volatile market periods. The goal is to equip participants with actionable insights, allowing them to take control of their retirement plans with confidence.
The sessions have already seen success in various local venues across Michigan. Attendees have shared overwhelmingly positive feedback, with many expressing newfound clarity in their retirement planning approach. One recent participant, a retired auto worker, shared, “I’ve attended many financial seminars, but this one was different. They really made the concepts easy to understand, and I now feel better prepared to manage my retirement.”
Quest Commonwealth plans to continue expanding these workshops throughout 2025, bringing retirement education to even more communities. As the firm looks to the future, they are also exploring virtual options to reach a broader audience, ensuring that no one is left behind in their journey to financial security.
“As retirement planning becomes more complex, our mission is to simplify the process for our clients and our community,” Williams added. “These workshops are about empowering individuals to take charge of their financial well-being, including securing a legacy for their loved ones through effective estate planning.
Jeff Perry
Quest Commonwealth
+1 248-599-1000
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