Road to Retirement: Webinar Series
Get on-demand access to the full 7-Part Road to Retirement webinar series, covering topics like taxes in retirement, social security, retirement healthcare costs, and more!
Fill out the form to receive automatic on-demand access to 7 retirement-related webinar recordings to watch at your own pace.
Each part is broken into chapters, outlined below:
Part 1: Am I Retirement Ready?
- Should I retire?
- How do I retire?
- Can I retire?
Part 2: Taxes in Retirement
- Retirement vs. the working years
- Tax treatment of the typical retirement income building blocks
- Key factors that determine YOUR retirement tax bill
- How to proactively plan for taxes in retirement
- What can you do to feel more confident?
Part 3: Get Strategic About Social Security
- The value of Social Security
- Will Social Security be there for me?
- How are Social Security benefits calculated?
- What are some common Social Security claiming mistakes?
Part 4: The Reality of Retirement Healthcare Costs
- Early retirement healthcare costs
- Understanding Medicare
- Long-term care - is it for you?
Part 5: I'm Retiring. Should My Investment Strategy Change?
- Pre-retirement (accumulation phase)
- Retirement (distribution phase)
- Revisiting your retirement plans
Part 6: Leaving a Legacy vs. Living a Legacy (Estate Planning)
- Make changes to your account when needed
- Understand the process of setting up your trust
- Live your legacy through charitable giving
- Communicate with your loved ones
Part 7: Q&A with Retirement Experts
- Retirement experts answer questions from a live audience
Fill out the form to get access now!