Welcome to our webinar series on Retirement Readiness! Over three sessions, we’ll guide you through essential topics. Join us for an in-depth exploration of retirement planning, ensuring a fulfilling journey toward your financial future.

Session 1: Navigating Your Retirement
Tuesday, March 19 | 12:00 – 1:00 p.m. CT

During this session, we will focus on the practical questions that arise as you near retirement and shift your focus from saving for retirement to using your retirement funds. Topics will include health care, social security, and how to manage distributions from various sources to ensure payroll continuity.

Session 2: Planning Your Retirement Income
Tuesday, June 18 | 12:00 – 1:00 p.m. CT

We will review various sources of retirement income and provide context on determining how much income one might need. Topics for this session will include Social Security, tax considerations, and strategies for creating stable, secure income.

Session 3: Investment Strategy
Tuesday, September 17 | 12:00 – 1:00 p.m. CT

During this session, we will review key investment principles and explore how they can be applied to your retirement investment portfolio. We will also provide an overview of the current economic climate, the impact on financial markets, and key economic factors to consider moving forward.

Retirement Readiness: Planning Your Retirement Income

Download the webinar materials:

• Budget for Financial Planning
• Information Gathering Checklist
• Retirement Checklist

Retirement Readiness | Session 1 – Navigating Your Retirement

Download the webinar materials:

• Budget for Financial Planning
• Information Gathering Checklist
• Retirement Checklist