Emerging Leaders Presents: Retirement Readiness

Being well prepared to retire is an important part of a person’s financial well-being and future quality of life. This seminar outlines important things you need to consider ahead of time – before you retire including from a financial perspective (income, government benefits, taxes), an organizational perspective (simplify and consolidate) and an emotional perspective (social, support, health & wellness). Alignment of income and expenses, using a four-box strategy is also discussed. At end of seminar, participants should have enough knowledge to begin the process of getting ready to retire and have some good question to ask their financial advisor.  As in the past, every participant will be offered a complimentary financial review.

This event is virtual.