Seminars

AGILE “I” Phase of Retirement

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The “I” phase of an A·G·I·L·E retirement is a crucial time to fine-tune your transition into financial indepen­dence. Some of your decisions could be irrev­o­cable, lifelong choices. 

With proper financial and emotional guidance, this phase will involve “checking off” the remaining boxes as you arrive at retirement. Making wise decisions during this phase can prepare you for an enjoyable retirement.

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