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Women & Investing Series: Visualize Retirement
What are you saving for? Pre-Retirement Workshop with Vision Questionnaire. All too often, retirement planning success is measured purely by financial metrics: savings amounts (15% per year), income replacement ratios (75% of pre-retirement income), or withdrawal strategies (4% per year). And the most critical part of planning for retirement is forgotten: the plan itself. Put another way -- how can you know how to save if you don't know what you're saving for? This sessions includes questions designed to elicit a vision of retirement for each individual.

Find the recording to this webinar and other financial well-being webinars by visiting the video channel. https://mma.marshmma.com/l/644133/2022-01-04/x19qk

Jul 20, 2022 02:00 PM in Eastern Time (US and Canada)

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