When you ask someone about their plans for retirement, answers are about fifty-fifty. Half are excited at the thought of enjoying their retirement while the other half dreads the very thought of it. No matter which side you find yourself on, it’s important to have a plan for your retirement. But how do you get started? And isn’t it just about having enough money?

 

Unlock and embrace the real meaning of “planning for retirement” with dynamic duo Dan Mantell ’82 and Marcia Mantell ’83, retirement planners with decades of experience in the financial industry. With expertise in making the transition into retirement smoother than just jumping off a cliff, they’ll help you identify the many important pieces that make up a plan for retirement and give you the tools you need to start planning.

 

It's not only about the money! In this webinar you’ll learn to:

• embrace the gift of longevity,
• take advantage of milestone birthdays,
• understand key government programs such as Social Security and Medicare, and
• make your assets work double-duty for income and growth, regardless of the value of your portfolio.

Following the presentation, attendees are invited to ask questions.

 

We kindly ask that you register in advanceA zoom link will be sent prior to the event.

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