Most people think that planning for retirement involves a few major decisions right before you stop working. We have found that a successful retirement involves planning through many different chapters in your life. It takes knowledge, skill, experience, and discipline to navigate the five major phases of retirement planning we have identified. A*G*I*L*E is an acronym for these five phases. Join us to discuss what you need to be doing during the “A” phase, which begins 10 years before retirement.
Seminars