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Webinar: Nearing Retirement Financial Planning Strategies

Event Date July 18, 2019
Event Time 12:30PM - 1:00PM CST
Event Location
  • Online

 

When you were in your twenties and thirties, retirement probably seemed unimaginably distant. Now, if you are in your late fifties or beyond, you are getting close to enjoying the rewards of a lifetime of saving and investing. But there are still crucial decisions to make that can affect your happiness in the next few years and your financial security later in life. 

 

We will share our insights on:

  • Understanding Retirement Transition
  • Creating and Maintaining Sufficient Assets for Retirement
  • Understanding Your Social Security Options
  • Charitable Giving Strategies
  • Importance of Your Estate Plan


Presented by:

VANDERLOO_MATHEW_Slate
   
Jamie Droessler, CFP®
Wealth Manager
SVA Wealth Management
    Jay Neary, CFP®, CSA®
Financial Consultant
SVA Wealth Management

 

Cost: Complimentary

Visit SVA.com/DentalSeries to view other webinars in the series.

Can't attend?  Register anyway and we will send you the recorded webinar.

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