The reality is that most people will spend more time planning a 2-week vacation than planning out the rest of their lives. If you are over 55 and planning to retire within the next 2 years this webinar is for you. Whether you already have an advisor or are attempting to manage everything yourself, you will benefit from gaining a proper perspective on what you need to do to get ready for retirement.
When you think about retirement:
- Are you prepared financially, emotionally, and psychologically?
- Is your total financial house organized?
- Do you know there is a proper order for drawing income?
- How much income can you spend each month without the risk of running out later?
- Or, not spending enough and having too much left for someone else to enjoy?
- With the talk of recession, high inflation, and market volatility, should you be delaying retirement?
You may not have answers to all of the above questions, but allow us to offer 6 steps you can start on now to prepare yourself to retire within the next 2 years. Step number 1 is to attend our webinar and educate yourself as we discuss the important aspects of transitioning into retirement.
The other 5 steps relate to:
Income planning
Investment Planning
Tax Planning
Insurance and Risk Planning
Estate Considerations
This webinar is designed for clients over 55 and within 2 years of their retirement date.
Tuesday, December 13 @ 6:30 - 8:00 pm
The service we offer is fee-only retirement income, investment, and tax planning. We are not pushing any products or investments.
