We would like to treat you to dinner and educate you on
Taxes and Your Retirement Savings
Complimentary Dinner and Presentation
Seating is limited
Register and reserve your seat today
Seasons 52 @ Perimeter Mall
90 Perimeter Center West
Dunwoody, GA 30346
Valenza Italian Resturant
Suite 100, 1441 Dresden Dr. NE
Brookhaven, GA 30319
In the presentation we will cover the following topics:
- The value of guaranteed retirement income that you cannot outlive
- Strategies to increase your total return while minimizing market risk
- How to pass your IRA to your loved ones without giving most of it to the IRS
- Minimizing Social Security taxes, IRA taxation, and income taxes in retirement
- How to identify your ‘lazy money’ – and put it to work
- Most importantly, how to create memories and money that last more than a lifetime
About your presenter
Dustin T. Casebolt
As many in Atlanta, Dustin is a transplant. Growing up in Minneapolis, Minnesota; Dustin moved to Atlanta in 2015 for a job opportunity. While Dustin fell in love with Atlanta and his wife, who he met in Atlanta; Dustin missed serving clients directly as a financial advisor and joined Richard and Dominion Financial Solutions to open the Atlanta office. Dustin and Richard have known and worked with each other for years. Dustin formally joined Dominion Financial Solutions in 2020, however; Dustin has worked in the financial services industry in a variety of different roles. From employee benefits administrator to financial advisor, he brings a breadth of knowledge with his 15+ years’ experience.
Dustin T. Casebolt
Financial Advisor | Investment Advisor Representative
Dustin and his wife, Kelli, can be found at one of the thousands of restaurants in Atlanta, or maybe at the dog park with their two dogs: Sawyer and Oliver. Dustin and Kelli both love to travel as well and take advantage, whenever they can, of the world’s busiest airport that allows for direct flights all over the world. Dustin specializes in helping employees, business owners, and retirees sort through their benefit packages and plan for a retirement filled with confidence, financial independence, and travel.
For years, Dustin has been working with clients and other financial professionals to create retirement income plans that reduce risk, reduce tax liabilities, and increase confidence in the reliability of income. Dustin is excited to work for a firm that values clients as if they were family and looks forward to working with you and your family.
About our Founder
Richard A. McGrath
As a lifelong resident of Hampton Roads, Richard’s community ties run deep and are seeded in local businesses, government and our military. The product of a military/civil service family, Richard attended Norview High School and graduated with honors. He then attended Old Dominion University for both his undergraduate and graduate degrees. Richard entered the financial services industry with a desire to help others and holds insurance licenses in multiple states across the country, and his Series 65 registration.
Over the years, Richard and his staff have built a successful firm that focuses on retirement income and distribution, estate planning concepts, wealth preservation, business succession, and employee benefit services. Richard’s commitment to strong long-term relationships and his passion for financial literacy and education with his clients sets him apart from other advisors.
Richard and his staff of professionals believe that as a fiduciary advisor, they should seek to minimize conflicts of interest, be transparent and live up to the trust placed in them. More specifically, fiduciary financial advisors must: Put their clients’ best interests before their own, seeking what is truly best for the client.