Webinar: Nearing Retirement Financial Planning Strategies - CANCELLED

Date: April 2, 2020
Time: 12:30PM - 1:00PM 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. 


We will share our insights on:

  • Understanding Retirement Transition
  • Creating and Maintaining Sufficient Assets for Retirement
  • Understanding Your Social Security Options
  • Charitable Giving Strategies
  • Importance of Your Estate Plan

Presented by:

Jamie Droessler, CFP®
Wealth Manager
SVA Wealth Management
    Jay Neary, CFP®, CSA®
Financial Consultant
SVA Wealth Management


Cost: Complimentary

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