Road to Retirement: Webinar Series

What's Included?

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!