Preparing for your dream retirement
60 mins
Are your finances on track for the retirement you want?
Understanding and contextualizing your retirement pot
How much money do you need to retire?
What does YOUR dream retirement look like?
When will you be able to retire?
Are you on track or is it time to play catch up?
Live Q&A & more...
How much money do you need to retire?
What does YOUR dream retirement look like?
When will you be able to retire?
Are you on track or is it time to play catch up?
Live Q&A & more...
REGISTER TO BE INFORMED ABOUT DATES
How it works
This webinar hasn't yet been scheduled. By registering at the above link, you'll be the first to know once we have a scheduled date. The topics with the most interest will be prioritized for scheduling, so make sure you register interest for the topics you care about!If you have any questions, please contact us
Is this for me?
Does preparing your finances for retirement confuse you and stress you out? Are you not sure where to start when it comes to preparing for retirement? Do you want to feel safe and secure financially? Do you want to take your retirement savings and choices into your own hands? Or perhaps you’re not really worried yet but want to take a proactive approach to make sure you’re on the right track. This session covers the basics of long-term retirement planning.
If you’re planning to retire in the short term, check out our 1:1 financial coaching. If you have complex retirement planning needs, such as tax and estate planning, we recommend seeking out a financial advisor. This session is for people who want to learn more about overall retirement planning, even if you’re not close to retirement – the earlier you start preparing, the better!
If you’re planning to retire in the short term, check out our 1:1 financial coaching. If you have complex retirement planning needs, such as tax and estate planning, we recommend seeking out a financial advisor. This session is for people who want to learn more about overall retirement planning, even if you’re not close to retirement – the earlier you start preparing, the better!
What to expect?
We'll cover how to think about retirement savings in the context of overall savings, how to determine what your "enough" number is, and how to calculate whether you're on track or not. All sessions include a live Q&A.