Events

Retirement ifoften looked at as an end – the end of a career or the final stage in one’slife. But if you’re looking at retirement as the end goal, you might not bepreparing the best way. With longer life spans today than ever before, how willyou prepare for your 8,000 days of retirement? During this session we’lldiscuss

· The 8,000 day life segments

· The four phases of retirement and important considerations of each

As your family financial advisors, we invite you to share these events with your friends and family who may benefit from these topics. It is our mission through our proactive and comprehensive approach, we help provide our clients and their families with better financial outcomes. We commit to understanding our clients' lives to apply our comprehensive approach with our client's goals. Our knowledge and process help empower peace of mind and long-term confidence with the clients and families we serve.

During this complimentary session, we’ll provide a market summary addressing some of the current progress and trends, talk about the economic and macro backdrop, as well as provide insights on asset markets and long-term investing themes.