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20 Nov 2023

Essential Topics For Effective Income Planning Today

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Join us for a webinar featuring Gary Korolev, CFA - CEO of Sovereign Wealth Management, a financial planner in Vienna, VA. In this session, Gary will delve into the crucial topic of income planning today. During the webinar, he will cover a range of important subjects including Social Security, Medicare, and federal retirement benefits for federal employees. Gary will also discuss various types of retirement accounts, both individual and employer-sponsored, shedding light on their benefits and considerations. Furthermore, Long Term Care Insurance and long term care costs will be explored, providing valuable insights into this often-overlooked aspect of financial planning. He will also touch upon other key topics that are vital for securing lifelong income and ensuring a stable future.

About Post Author

Gary Korolev has used his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch and Charles Schwab to build a comprehensive Wealth Advisory practice centered around meeting clients’ Investment Management, Risk Management, Estate Planning and Retirement Planning needs. His practice focuses on High Net Worth individuals, families and business owners with financial needs far beyond investment management. Gary’s clients are provided with a truly comprehensive Wealth Strategy that benefits from combining his extensive expertise in portfolio management, financial planning and insurance with that of CPAs and Estate Planning Attorneys. “We take such a comprehensive and involved approach in serving our clients’ wealth growth, preservation and transfer needs effectively and tax efficiently that they come to see us as their primary source of financial expertise. We work closely with our clients’ attorneys and accountants to address their financial, tax, estate and philanthropic needs.” Gary has a Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst and holds the General Securities (Series 7), Securities Licensing (Series 66), as well the Life, Health and Variable Annuity licenses. He resides in Northern Virginia with his wife, son and daughter. When not working, Gary enjoys spending time with his family and friends as well as reading and travel.

Contact Information

Sovereign Wealth Management

8229 Boone Blvd. Suite 760

Vienna, VA 22182

(703) 713-2954

[email protected]