Tuesday September 27th | 11:00am PST | 45 minutes

LIVE DISCUSSION: Is 2022 Wiping Out My 2021 Retirement Plan?

Simple Steps to Regain Clarity And Confidence in Your Financial Future, Despite The Waves

This Live Discussion will help you

  • Get rid of uncertainty, doubt caused because retirement is so tied to the stock market and a particular portfolio/asset value number
  • Gain confidence that you’ll have enough now and years down the road
  • Get thoughts out of your head and into a plan

We will also do Q&A with Esther and Erik (bios below) to hear your questions and thoughts.

This is a FREE virtual event

ATTENDANCE LIMITED

  CLICK HERE TO SIGN UP FOR THIS WEBINAR TODAY! 

WHAT’S A PERSONAL FINANCIAL GUIDE?

At Gates Pass our approach is different than the big brokerage houses. Much more all-encompassing of your full financial picture, it includes both financial planning and investment management. We serve our clients in many ways.

OUR MISSION – To guide our clients past uncertainty and complexity, through challenging transitions, and help them get to that good place where their money is doing exactly what they want for their life.

OUR CORE VALUES – Broad-based technical expertise. Each client situation is unique in the financial world is constantly changing. Therefore, we must constantly go over and above to be technical experts across the financial landscape.

WHO WE ARE

Esther Szabo, CFP®, Certified Financial Transitionist®, Founder and CEO

With over 25 years of financial planning experience, Gates Pass founder K. Esther Szabo is a respected leader in her field.

A skilled advisor, Esther can help each individual navigate the many challenges involved in life and financial planning. She is passionate about the role comprehensive financial planning plays in helping a person craft and attain their goals.

Erik Schei, CFA, Certified Financial Transitionist®, Associate Advisor

Since Erik joined Gates Pass in 2019, clients have repeatedly expressed appreciation for his ability to translate current market and investment information into easily digestible and engaging discussions. He is fluid in matching the level of involvement and interest of the client.

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Unlike most financial advisory firms, we don’t measure our size by “Assets Under Management”. At Gates Pass, it’s all about personal, trusted relationships.