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Zoom Webinar

Sequence of Distributions: What Money Should You Access First?

In this webinar we take an in-depth look at how to draw retirement income from the multiple sources you have grown as an international worker.

When:

November 11, 2021

Time:

2:00 pm

EST

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Learn to use your US/UK Pensions as efficiently as possible by taking an in-depth look at how to draw your income in retirement.

In this webinar, your hosts will explore how you draw income in retirement from your various assets, including Skybound’s approach to making your drawdown phase more efficient.

This webinar uses a real-life case study to cover:

  • Income Sources in Retirement
  • Sequence of distribution options for your wealth
  • Potential Reduction to your Income taxes in retirement
  • Estate and Legacy Planning

Reserve your place now to understand how to:

  • Maximize your US and UK pensions
  • Receive a higher lifetime after-tax income​
  • Enhance the longevity of your portfolio​
  • Reduce the taxes paid over the course of your retirement​
  • Effectively manage potential estate tax liability

Your Webinar Speakers

Our Sequence of Distributions Webinar will be hosted by Skybound’s financial planner, Daniel Mesa. They will be joined by financial planner Nicolas Mauricio and senior financial planner Michael Jordan, who both bring a wealth of experienced to the table.

Daniel Mesa

Financial Planner

Daniel’s solution-oriented and responsive style is well-suited to assisting international investors to achieve their financial goals. Daniel takes pride in working with clients, big or small, to not only navigate the situation, but set them up for the long term.

Nicolas Mauricio

Financial Advisor

Nicolas has a strong knowledge base and is always striving to provide his clients with the finest experience possible in financial planning. Originally from San Antonio, Texas Nicolas is now based in Miami and well placed to work with current and new clients across the US.

Michael Jordan DipPFS

Senior Financial Advisor

In the UK, he is a qualified member of the Personal Finance Society. Michael specialises in helping resident British Expats and people with UK work history with pension planning and Holistic Financial Advice. Now based in Miami, he is well placed as an expat himself to help guide his clients through the potential pitfalls of international financial red tape and regulation.

Daniel Mesa

Financial Planner

Daniel’s solution-oriented and responsive style is well-suited to assisting international investors to achieve their financial goals. Daniel takes pride in working with clients, big or small, to not only navigate the situation, but set them up for the long term.

Nicolas Mauricio

Financial Advisor

Nicolas has a strong knowledge base and is always striving to provide his clients with the finest experience possible in financial planning. Originally from San Antonio, Texas Nicolas is now based in Miami and well placed to work with current and new clients across the US.

Michael Jordan DipPFS

Senior Financial Advisor

In the UK, he is a qualified member of the Personal Finance Society. Michael specialises in helping resident British Expats and people with UK work history with pension planning and Holistic Financial Advice. Now based in Miami, he is well placed as an expat himself to help guide his clients through the potential pitfalls of international financial red tape and regulation.

Register Today!

Don't miss out on this exclusive webinar. Get your ticket today, to find out how to mitigate the tax you pay!

Register Now

Questions For The Speaker?

If you have any questions for the speakers that you want to send through ahead of time, please feel free to email them to:
webinars@skyboundwealth.com