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 info@burneywealth.com.

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