You’re in the homestretch! The 5 to 10 years before you retire is a critical time for planning to meet your goal. We know there are a lot of details to keep track of when managing your retirement plan. Perhaps you have questions, such as: How do I make my portfolio last my lifetime? How do I take money out of my retirement accounts? What do I need to know about Social Security? What taxes do I need to know about in retirement? We will address these, and more, at our upcoming Retirement Planning webinar. Margaret Gooley, CFP®, CDFA®, is presenting this webinar designed for those who want to prepare for retirement.  

We want to educate you about retirement planning, so please know this webinar is solely educational – we do not sell any products. If you or someone you know would benefit from attending this webinar, RSVP today! We will email the link.

 When:   Wednesday, October 20, 2021, 6:00pm-7:00pm

 Where:  This is an online webinar.

 RSVP:   By Monday, October 18, 2021, by emailing Christina@wefinancialadvisors.com, Eventbrite, or by calling 317-872-5090

 Cost:     None, but space is limited