Planning for retirement is one of the most important financial journeys you’ll take, and being well-prepared can make all the difference. Join Stephanie Baity, CFP® for the Preparing for Retirement Presentation by LPL Financial. This two-week seminar will highlight key strategies and insights to help you navigate this stage with confidence.
In the two weeks, we will begin by asking some Fundamental Questions about your planned retirement, create a budget, and determine your current net worth. The seminar will also cover some basics of Social Security and the benefits and downsides of starting early vs later.
We will touch on the age-old question of How Much Money Will You Need, and important dates in your Retirement Timeline.
