I'm Retiring Within the Next 5 Years: What Should I Be Doing Right Now?
Recorded: Feb. 23, 2022
In the five years before retirement, a person may make more critical decisions about how to maximize their retirement than at any other time. If you plan to retire in these next few years, this webinar is for you! Our very own financial planners, Nikki Simpson and Erich Cassidy will go over what action steps you need to take to help you stay on track to reach your goals in retirement. Register Now!
In this webinar, you’ll learn about:
Gathering Necessary Data to Get Started
Defining Your Goals for the Future
Tracking Income, Expenses and Additional Costs in Retirement
Considerations for Your Investment Allocation, Insurance Needs and Estate Plan
Taking the Necessary Action to Fulfill your Goals
Having the Right Team Behind You
Using the Resources You have at Your Fingertips and How EP Can Help
