×

About Us

Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.

Contact Info

Register to attend
Social Security: Get What's Yours!

Tuesday, May 6, 2025 at 12:00PM Noon PST

Already registered? Sign in

Now available to watch on demand.

Planning For Retirement: Where to Start

We’re pleased to share the replay of our recent live webinar, Planning For Retirement: Where to Start.

Retirement planning is rarely just about one decision. It’s about lifestyle, income, taxes, family responsibilities, and often business ownership — all happening at the same time. Without coordination, it’s easy for important pieces to fall through the cracks. That’s why we hosted this important conversation — and why we’re making it available to you now.

Join Towerpoint Wealth President Joseph Eschleman alongside Associate Wealth Advisors Megan Miller and Sean Kelleher, and Director of Tax & Financial Planning Steve Pitchford, CPA, as they share real-world perspectives on how individuals, families, and business owners can approach retirement planning with greater clarity and confidence.

This on-demand webinar reflects Towerpoint’s team-based, fiduciary approach — focused on coordination, thoughtful planning, and helping you make informed decisions on your own terms.

In this webinar, you’ll learn:

Why retirement planning starts earlier than most people think
How lifestyle goals, income planning, taxes, and estate considerations intersect
Common retirement and tax mistakes — and how to avoid them
Whether your current savings, including a 401(k), are enough for retirement
How business ownership and career transitions impact retirement planning
Why coordinated planning matters more than predictions

Have questions after watching the webinar?

Schedule a complimentary 20-minute “Ask Anything” conversation with a Towerpoint advisor. There’s no cost and no pressure — just an opportunity to discuss your situation, ask questions, and gain clarity around your next steps.

Are you eligible? Find out before it’s too late to plan.
When to claim. How timing can cost you.
Married, divorced, or widowed? You might qualify for extra benefits.
Social Security can be taxed. How to keep more of your money.
Still working? How your job could lower your benefits.
Maximize your check. Simple tips to boost your monthly income.

Download our free Retirement Workbook your companion guide to the “Planning for retirement: Where to Start” webinar!

The Confident Retirement Workbook

SPEAK WITH AN ADVISOR

Discover How We Can Help You Build,
Protect, and Grow Your Wealth

WATCH OUR PREVIOUS WEBINARS

What is artificial intelligence? AI Decoded: Unlocking the secrets of artificial intelligence!

In today’s rapidly evolving tech landscape, the AI user experience affects everything we do. At Towerpoint Wealth, we believe that AI is a tool that can enhance efficiency and help solve complex problems.

The First Annual Alternative Investments Forum | Towerpoint Wealth Webinar

For virtually all investors, 2022 has been a challenging and frustrating year. Persistently high inflation has resulted in an environment of quickly rising interest rates, leading to a “double-whammy” of twin selloffs across both stocks and bonds.

Health Care and Your Retirement

In this exclusive webinar, Towerpoint Wealth President Joseph Eschleman, CIMA®, and Julia Fuentes, Financial Planning & Coaching Strategist at Vanguard, break down everything you need to know about managing health care costs in retirement.

Contact Towerpoint Wealth

At Towerpoint Wealth, we are committed to helping you protect, grow, and simplify your financial life with expert, fiduciary-driven wealth management. Whether you're seeking investment guidance, retirement planning, or a comprehensive financial strategy, our team is here to support you.

While based in Sacramento, California, we proudly serve clients across Northern California and throughout the United States.

Location

500 Capitol Mall, Suite 2060
Sacramento, CA 95814
(916) 405-9140
info@towerpointwealth.com

Take the Next Step