The recording of our webinar on the financial and emotional considerations of retirement is now available
If you’re like most people, you’ve spent the past two to three decades planning for retirement. But there’s a big difference between planning for retirement when it’s 20 years away and when you’re just about to sell your business or retire from your long-term career. Your portfolio must be designed to support your own financial goals balancing the need for growth with principal preservation.
On August 5th, we held a webinar to help you feel more confident about the new stage in your life, and to address the financial and emotional considerations that come with your retired years. Specifically, we covered:
- The surprising elements of retirement that are often overlooked
- How to create a vision for your retired years and achieve that vision
- Considerations for a portfolio that addresses your needs