^{CRN202203-261173}

When people think about preparing for retirement, they generally think about retirement in terms of money – the money they have (or haven’t yet) saved. However, being prepared for retirement is about more than what’s in your portfolio. You should take a holistic view of retirement, which includes three different perspectives:  

• Financial Perspective – Sources of income, government benefits, and potential tax implications.
• Organizational Perspective – What you have and what you will need, placing everything in its proper place, and important things your loved ones need to know about.
• Emotional Perspective - Social, support, and health & wellness.

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^{This event is intended for individuals residing in AL, AZ, CO, IL, MO, NJ, NM, NY, OK, PA, TX. Individuals outside of these jurisdictions should not attend.}