Transitioning from the workforce to retirement takes time and careful planning. Your final, high-earning years are crucial for building the savings you’ll rely on for decades to come. Watch now to discover smart retirement strategies and gain the confidence you need to step into your next chapter.
Getting Ready for Retirement
- Considerations for approaching retirement
- How income streams change
- How to navigate the “what ifs”
Creating a Retirement Plan
- How variables influence retirement plan success
- The importance of having a plan & context
Smart Retirement Strategies
- How to continue saving strategically
- Unique planning strategies
Speakers:
- Dana Vosburgh, CFP®, Managing Director, Advisory Services
- Chelsea Seibel, CFP®, Financial Consultant
We can help
Planning for retirement should be fun! We can help guide you through the financial and emotional decisions that go hand-in-hand with retirement and create a personalized, comprehensive financial plan to help you get to your ideal retirement and includes elements like tax management, estate planning, charitable gifting strategies, investments, and more.
Get started with a free consultation
