🧾 What to Expect:

 

In this session, we’ll walk through:
-The risk of running out of income in retirement—and how to create a plan so your money lasts as long  as you do
-How to protect your savings and lifestyle, even during major market downturns
-Ways to help reduce unnecessary taxes now and in retirement
This is an educational overview designed to give you confidence and clarity as you plan for a secure retirement.
Daniel Lauraine, financial advisor

Meet Your Host: Carson Biber

Carson Biber was born and raised in Cedarburg, Wisconsin, and now resides in Jackson with his three-year-old German Shepherd, Willow. Carson is an Investment Advisor Representative, specializing in asset preservation, retirement planning, and tax strategies. He works with clients across Wisconsin, helping them navigate the complexities of preparing for and enjoying retirement.

Carson is committed to helping his clients develop well-rounded retirement plans that address not only their financial needs but also their long-term goals. Carson graduated from the University of Wisconsin-Madison, where he studied finance at the business school and earned a certificate in financial planning and wealth management. In his free time, he enjoys spending time outdoors, hiking with his dog, Willow, and working on home projects and renovations. Carson values personal growth and continues to pursue opportunities to expand his knowledge and skills to better serve his clients.

Built with