Retiring Well Webinar

Retiring Well Webinar

Deciding when to retire can seem daunting. There are a number of factors to consider, such as what the cost will be, the tax implications, and who you should turn to for help, to name a few. Join us for this 60-minute webinar to gain a better understanding of what to consider as you near retirement. The webinar will run from 3:00 – 4:00 p.m. ET (2:00 – 3:00 p.m. CT; 1:00 – 2:00 p.m. MT; Noon – 1:00 p.m. PT).

Discussion Points:

  • Deciding When to Retire
  • Reviewing current insured 5% – 6%+ fixed interest rate options, due to current 20+ year high interest rate environment
  • Retirement Income Roadmap
  • Social Security and Medicare
  • Retirement Income Solutions
  • Managing Taxes in Retirement
  • Estate Maximization Strategies & Key Takeaways


Dec 13 2023


3:00 pm - 4:00 pm

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