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Retirement Fundamentals
Recording now available! Learn more about retirement fundamentals and what steps to take to set yourself for success.
Join us for our Retirement Fundamentals Workshop—a hands-on session tailored for clients and anyone who wants to build a secure financial future. Whether you’re beginning your retirement planning journey or fine-tuning your existing strategy, this workshop will equip you with the knowledge and tools to move forward with confidence. Topics include:
- Retirement Readiness: Assess your current savings and set achievable goals for the future.
- Savings Focus: Reignite your commitment to retirement savings or take the first step toward building wealth.
- Protection Strategies: Learn how life and long-term care insurance can safeguard your savings and lifestyle.
- Income Planning: Explore time-tested strategies for generating sustainable income throughout retirement.
- Social Security: Understand how Social Security fits into your plan, including timing considerations and potential impacts.
Presented By:
- Arthur Bush – CEO, Vera Planning
- Steven Bush – CBO, Vera Planning
Watch the workshop online
For those who could not attend the workshop or wish to revisit the presentation, a video of the session is available online. Click the play button on the video above or click this link to view at your own pace and revisit key points.
Stay tuned for more Vera Planningl workshops and events. We are committed to providing valuable learning opportunities that empower you to Own Your Story. If you have questions, please reach out to us and schedule an appointment.
