Planning for a Lasting Retirement

Semi-Retirement

September 11, 2024 1:00 PM Central

Planning for a lasting retirement requires careful consideration because there’s no turning back. You only retire once, so it is important to get it right!

Many big decisions need to be made before you retire, so it may be tempting to skip the planning, especially if you don’t know where to start.

Take the first step and join financial advisor Chris Ruedi and financial planner Joe Marmorato as they walk through key topics to consider as you plan to leave the workforce, including:

Determining retirement needs
Building retirement income streams from various sources
Determining appropriate cash reserves
Minimizing taxes
Estate planning
Creating well-being in retirement

While all are welcome to attend our webinars, this event is designed for individuals have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.

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