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.
Date and Time
Fri, May 14, 2021
12:00p - 1:00p CST