We believe you face a unique set of risks in the years approaching & immediately proceeding retirement. The shift from a savings mentality for your nest egg to supplementary income, while stepping away from a "paycheck", has profound effects on decisions around structuring your net worth for the years ahead.
This discussion focuses on the impact of societal shifts in retirement planning & why it is crucial to be intentional with the structure of your investments at this point of your life. Our practice has developed a specialty in working with clients through this phase of the planning cycle.
This webinar is designed to provide accurate & authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.