This seminar focuses on the critical years just before and after retirement—when smart decisions can have an outsized impact on long-term security and peace of mind. This seminar explores the key planning opportunities that often emerge during this window, including income timing, tax-efficient withdrawal strategies, Social Security considerations, and managing risk as paychecks transition to portfolio income.

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In addition to the technical aspects of retirement, we’ll address some of the emotional challenges retirees face as they navigate this transition. Designed for those approaching retirement, the session provides practical insights to help you approach and navigate retirement with clarity, confidence, and a plan aligned with your long-term goals. Know someone who is starting to think about retirement? Pass along this information – or better yet, bring them to the event with you.

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