HubSpot Video

Time Stamps:

  • 0:00-03:11 - Introductions & agenda
  • 03:12-09:30 - Pre-retirement (accumulation phase)
  • 09:31-19:27 - Retirement (distribution phase)
  • 19:28 -25:10 - Revisiting your retirement plans
  • 25:11-34:42 - Q&A

On-Demand Webinar:

I'm Retiring. Should My Investment Strategy Change?

Road to Retirement Webinar Series, Part 5

What you will learn:

In Part 5 of the Road to Retirement Webinar series, we'll take a look at what will drive potential tweaks to your investment strategy once you retire. We'll consider:

  • Setting your strategy during the accumulation phase (pre-retirement)
  • Determining your cash-flow needs and tweaking your strategy as required
  • Adjusting for a change in priorities during retirement

If you have any questions or are interested in talking to a financial advisor about taking action steps discussed in this webinar, please contact us at

Retirement Planning Checklist


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  • Generating Retirement Income
  • Investing in Retirement
  • Taxes and Cash Flow
  • Health Care and Insurance Planning
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