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Take Your First Step Toward A Secure Financial Future

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Webinar Host Lee Sherbakoff, CPA/PFS, CFP®, RICP®

Lee Sherbakoff is principal and financial advisor with The Nalls Sherbakoff Group, LLC, an independent, fee-only financial planning and investment management firm. He specializes in serving pre-retirees and retirees, helping them create and execute financial plans and retirement income plans that lead to sustainable long-term, real-life returns that meet their deepest and most important financial goals and objectives. Lee has a Bachelor of Science in Finance from The University of Tennessee and a Master of Strategic Studies from the U.S. Army War College as well as the Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner™ (CFP®), and Retirement Income Certified Professional (RICP®) credentials. Lee spent over 31 years in the U.S. Army Reserves, including serving at the Army’s highest levels on the Department of Army staff at the Pentagon and being deployed in support of Operation Desert Storm (1991) and Operation Iraqi Freedom (2008-2009). When he’s not loyally serving his clients, Lee enjoys giving back to the community and to his profession, acting as a council member of the Tennessee Society of CPAs and a member of the American Institute of CPAs. In addition, he is past President of the Knoxville Chapter of Tennessee Society of CPAs and past President of the East Tennessee chapter of the Financial Planning Association. To learn more about Lee, connect with him on LinkedIn.

Are you worried you’ll outlive your wealth in retirement? If so, you’re not alone. Many pre-retirees fear they’re one emergency away from losing everything they’ve worked so hard for. 

Join me in this exclusive webinar on how I help pre-retirees and retirees secure their financial futures so they can live out their dream lives in retirement. We’ll cover:

  • 4 surprising facts you may not know about retirement
  • How to plan for hidden retirement risks that could unexpectedly damage your wealth

As a Certified Financial Planner™, I’ve helped hundreds of pre-retirees and retirees stop worrying about money so they can start living. Join me as I show you how you can do the same. 

 Register now to learn more.