Skip to main content
Open Search
Schedule a Consultation
Search for topics or resources
Enter your search below and hit enter or click the search icon.
Close Search
Schedule a Consultation
Reserve Your Spot

A Coordinated Approach for the Years Ahead

Join Glen D. Smith, CFP®, CRPC®, and Robert L. Casey, AAMS®, for an upcoming webinar focused on helping you make more informed decisions about your financial future.

In this session, we’ll walk through key strategies and considerations to help you navigate retirement with greater clarity.

 

June 24th, 2026
12:00 PM - 1:00 PM CT

This exclusive event is intended for households with a minimum of $1 million in investable assets.

This invitation is reserved for prospective investors only and is not open to financial advisors, brokers, or existing GDS clients. 

Reserve your spot today!  
Couple on the beach

What You'll Learn:

 

 
Filler-Icon

Tax Strategies

Tax strategies and considerations that may help reduce the impact of taxes on your retirement savings and investments, depending on individual circumstances.

Filler-Icon

Retirement Income Planning

Approaches to planning for rising healthcare costs and discussion of strategies that may be used to generate tax-advantaged income streams.

Filler-Icon

Risk Management

Strategies designed to help mitigate risks when managing retirement accounts.

 

Speakers

Glen D. Smith, CFP®, CRPC®

CEO, CIO, Founder

Robert L. Casey, AAMS®

Senior Vice President, Cofounder

GDS Unplugged

Explore our GDS Unplugged podcast featuring short, practical insights from Glen Smith and Robert Casey. Each episode covers key topics like retirement planning, tax strategies, and investment decisions, designed to help you make more informed financial choices.

Mar FB LI Posts (22)

GDS Wealth Management (“GDS”) is an SEC-registered investment adviser. This webinar is for informational purposes only and is not intended as investment, tax, or legal advice or a recommendation to take any particular action. The content is general in nature and may not be applicable to all individuals, and any strategies discussed may not be suitable for everyone. There is no guarantee that any strategies will achieve their intended results. All investing involves risk, including the possible loss of principal. GDS does not provide tax or legal advice, and you are encouraged to consult your tax or legal advisor regarding your individual situation. Attendance at this webinar does not create an advisory relationship with GDS. Additional information about the firm, including its services, fees, and conflicts of interest, is available in its Form ADV.