Upcoming Classes

Retirement Then & Now -Same Goal, New Rules

A SPECIAL EVENT FOR RETIREES AND THOSE APPROACHING RETIREMENT.

Retirement Then & Now workshop provides strategies to preserve your savings, manage risk, and generate retirement income—so your financial plan works as hard as you did.

• INVESTMENT DIRECTION: Is your portfolio built for the next chapter, not just the last one? “Stay the course” is not a retirement strategy.
• TAX-EFFICIENT PLANNING: Are you minimizing the tax impact of your accounts while you still have options?
• INCOME DESIGN: What does a sustainable income strategy look like once you stop drawing a paycheck?
• LEGACY & WEALTH TRANSFER: How will your assets support the people and causes you care about most?
•  PLAN CONSOLIDATION: Are old employer accounts working together with the rest of your investments — or against them?
• A SECOND PERSPECTIVE: Why seeking a second opinion could be one of the most important financial decisions you make.