What to do before your last day of work.
You’re counting down to day one of the big transition. Making the move to retirement (or whatever is next for you) is about more than numbers. Together, we’ll work through the financial details as well as the lifestyle and mindset changes that come with this new chapter.
Who it’s for:
- You're within your last year of work and getting ready to retire.
What we’ll cover:
- Your retirement income plan
- Your first year's retirement budget
- How to handle withdrawals
- What to expect (and not to expect) as you enter your next life stage
- Your action plan for the final 6-12 months
HealthyWealth is a series of seminars that prepare you to pursue financial freedom (and freedom from financial stress) on your terms, today, up to, and through your retirement years. Read more about it.