Retiring Successfully in an Era of Volatility


Thursday May 28, 4:00PM
Live, No-Cost Webinar

“Retiring Successfully in an Era of Volatility”

with Cary Stamp, CFP®, AIF®, AEP®

Recent market volatility has led people to question how to manage, preserve, and grow their assets to achieve a secure retirement. This free, Palm Beach County-based webinar is ideal for anybody within 10 years of retirement, or recently retired, with $500,000+ in liquid assets.

Leading Palm Beach County financial advisor Cary Stamp, CFP®, AIF®, AEP® will teach you the keys to evaluating whether you have the resources for retirement; if not, how to become ready for retirement; and if you’re already retired, how to protect your assets without getting derailed in an uncertain world.

  • How to Plan and Create a (nearly) Tax-Free Retirement
  • Using Tax-Free Bequests to Fund Inheritance and Estate Plans
  • Building Retirement Accounts that Produce Tax-Free Distributions 
  • Why Annuities May Not Be the Best Choice for Your Retirement
  • Employing an Asset Protection Strategy to Shield Assets from Creditors
  • The Optimum Time to Start Taking Social Security Benefits
  • Plus more!

Cary Stamp is a bright mind in financial management and planning. With small firm values and big firm expertise, his wealth management enterprise, Cary Stamp & Co, is annually ranked among the top national producers* affiliated with Commonwealth Financial Network, the top-ranked broker-dealer for independent investments advisors in the U.S. (Commonwealth was ranked ‘Highest in Independent Advisor Satisfaction among Financial Investment Firms, by J.D. Power,* for the sixth consecutive time).

After early career success in the brokerage field, Mr. Stamp launched his firm almost 20 years ago upon witnessing the extreme need for expert financial advice and fiduciary advocacy. He possesses a wealth of knowledge in tax, retirement, and estate planning laws and strategies, and holds five professional designations/certifications:

  • Accredited Investment Fiduciary®
  • Accredited Estate Planner®
  • Chartered Advisor in Philanthropy®
  • Certified Divorce Financial Analyst™

Cary’s accomplishments are founded upon advising high-net worth individuals, successful business owners and executives, and affluent multigenerational families with independent, insightful analysis and planning of all aspects of their financial lives—intently focused on clients’ best interests. Cary has written many articles on financial advisory topics and has been quoted in print and on wealth management broadcast media.

* Recognized as a Leader’s Level advisor for 2018, a distinction was on annual production attained by just 7 percent of advisors affiliated with Commonwealth.

* Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, and 2019 Financial

CARY STAMP, CFP®, AIF®, AEP®, CAP®, CDFA™  |  Founder & Financial Advisor  |

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