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. 




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