Planning for a Lasting Retirement
ฝัง
- เผยแพร่เมื่อ 21 ม.ค. 2025
- 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 who anticipate having at least $500,000 in investable assets within the next year. Our presenters typically speak with that in mind.