Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

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Webinar | Retirement Readiness: How To Plan Strategically For Your Next Chapter

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

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This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.adviserinfo.sec.gov).

For additional information about SWP, including fees and services, send for our disclosure brochure and Client Relationship Summary as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).