Description
Retirement can be exciting for many reasons. Losing your paycheck isn’t one of them. For some, this single change causes enough stress and anxiety to derail this exciting chapter in your life. While retirement is, by definition, the end of full-time work and the pay that comes with it, it doesn’t have to be the end of a steady stream of available funds.
During this session, Sammy Azzouz, CEO of Heritage Financial, author of the 5-star rated book Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital, and one of Investopedia’s Top 100 Financial Advisors discusses: How to approach investing before retirement to make sure you’ll have income during retirement, the preventable mistakes that can derail your retirement paycheck, when investing for income makes the most sense, and tax planning strategies that will maximize your future retirement paycheck
Dedicated to making a positive and lasting financial impact on the people in his life, Sammy felt called to pursue wealth management to ease the stress and complexity people feel when dealing with money matters. His career spans more than twenty years of helping high net worth investors build financial plans, manage their money, and coordinate all aspects of their finances. Sammy was born in Boston and spent most of his life here – though he’s also lived overseas and in Baltimore, Toronto and Rochester, New York. He earned his BA from the University of Toronto and his Juris Doctor from the University of Maryland.
As President and CEO of Heritage Financial, Sammy has the privilege to lead a dynamic organization providing meticulous wealth management services to clients. He is keenly focused on keeping the firm at the cutting edge of the wealth management industry by charting a long-term strategic course for Heritage and driving execution of the firm’s strategic initiatives. Key to this is fostering a culture among Heritage team members that adheres to well-defined core values with a focus on lifelong learning and career development, teamwork, integrity, and a relentless passion to serve clients and the community.
