Retirement readiness is a financial goal that almost everyone wishes to obtain. However, factors as simple as just not knowing how much cash you need or misinformation about taxes can really throw your future a curve ball. That's why Chad Burton, CFP® and Rob Black have recorded  7 Steps for Retirement Readiness. This video will provide information to potentially help you decide whether or not you’re ready to retire by exploring the aspects of retirement:

• Tax Efficient Distribution Strategies

• Taxes

• Health & Wellness

• Investing

• Long-Term Care

• Savings

• …and more!

  7 Steps for Retirement Readiness

  Featuring Rob Black and Chad Burton, CFP®

  Planning for retirement can feel overwhelming at times. EP Wealth Advisors wants to help make the process more transparent and straightforward — 7 Steps for Retirement Readiness breaks planning for retirement down into just a few steps. 
  
  The information being presented in this video is aimed at individuals who have at least $500,000 in investable assets.