Webinar: Nearing Retirement Financial Planning Strategies

Date: January 15, 2020
Time: 12:00PM - 12:30PM CST
  • Online

Event Details:


When you were in your twenties and thirties, retirement probably seemed unimaginably distant. Now, if you are in your late fifties or beyond, you are getting close to enjoying the rewards of a lifetime of saving and investing. But there are still crucial decisions to make that can affect your happiness in the next few years and your financial security later in life. 

Join us as we share our insights on:

  • Understanding retirement transition
  • Creating and maintaining sufficient assets for retirement
  • Understanding your social security options
  • Charitable giving strategies
  • The importance of your estate plan

Presented by:

Neary_Jay_gray    Lagore-Kelly-grey
Jay Neary, CFP®, CSA®
Financial Consultant
  Jamie Droessler, CFP®
Wealth Manager


Cost: Complimentary

Visit to view other webinars in the series.

Not sure you can make a live webinar? Register anyway and you’ll get the recording.

The information set forth herein is intended to be informational in nature and is not intended to constitute retirement planning advice, tax advice, legal advice or investment advice and should not be construed as such.  Consult with a professional adviser for advice specific to your situation.