LIVE On Zoom This Tuesday at 6 PM EST…

What You'll Learn In This Class

01

Why Most Retirement Plans Miss What Matters Most

Most planning focuses on investments alone. You'll learn why a 7-figure portfolio needs a coordinated retirement plan, and why account size alone doesn't decide a successful retirement.

02

How Coordinating Your Decisions Changes The Outcome

Pension elections, Social Security timing, and Roth conversions are often one-way doors. You'll see how modeling these decisions before you commit can reveal options most people never knew they had.

03

The Planning Decisions That Shape Long-Term Wealth

Small, coordinated moves across income, taxes, and investment risk can influence how much of your wealth you keep. You'll understand how timing and proactive planning work together over a full retirement.

TUESDAY, 6 PM EST

Meet The Founder

Hey, I'm Tony Zabiegala.

I co-founded Strategic Wealth Partners nearly two decades ago with one goal: to give pre-retirees a coordinated plan where every major decision works together.

My background is in civil engineering, so I approach a retirement plan the way I'd approach a blueprint. Understand the known variables, stress-test the unknowns, and build the strategy around your actual goals.

Over the years, our firm has:

Grown to a team coordinating investments, taxes, and planning under one roof
Reached roughly 2.5 billion in assets under management
Helped nearly 800 households build coordinated retirement plans

Frequently Asked Questions

Why is this class free?

Teaching this material helps pre-retirees think differently about retirement. If you'd like personalized guidance afterward, you'll have the option to book a complimentary Discovery Meeting. No obligation.

Is this about aggressive strategies or risky moves?

No. The class focuses on coordinated, straightforward planning. Nothing aggressive, nothing risky.

Wouldn't my financial advisor already be handling this?

Many attendees already have a trusted advisor. The class isn't meant to replace anyone. The focus is on whether all the decisions your professionals are making are being coordinated together.

Is this relevant if my finances feel straightforward?

Often, the biggest risks are the things you don't realize you don't know, especially with decisions that are hard to reverse. The class helps you see what's worth a closer look.

How long is the class and what should I expect?

Plan for about an hour, including live Q&A. It's practical and educational.

Do I need to prepare anything?

No. Just show up ready to learn, but think of some of the questions you have that relate to your general situation.

Will I receive a recording?

The live session is where you'll get the most value, including the Q&A. Register and do your best to attend live.

Who is this class for?

Pre-retirees and recent retirees with approximately 1M+ in investable assets who want confidence that every part of their retirement is working together.