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WATCH: Protect Your Legacy: Preparing for retirement & beyond

Free on-demand webinar about how you can plan for your future and the future of your estate

CE x Retirable Webinar Presentation 2

As you approach your well-deserved retirement, it's crucial to take a step back and evaluate whether you've taken every step to ensure that you'll have the means to live comfortably and that your hard-earned assets are adequately protected.

In this webinar we discuss the big questions you have about how to plan for your future and the future of your estate.

What we cover in this webinar:

  • When to start your Social Security (and why you might want to wait)
  • Supplemental Medicare plans and out of pocket medical costs you might not have considered
  • Tips for creating your retirement plan and aligning your investment strategy
  • Why you need an estate plan (hint: it's more than just a will), and what could happen without one
  • What to consider when planning your estate, and how to get started

... and much more

Below you'll find a recording of the workshop that you can watch any time that's convenient for you. Have a watch, and if you have any questions and want to speak to an expert estate professional, don't hesitate to book a free consultation.

Watch On-demand: Protect Your Legacy: Preparing for retirement & beyond

Presented by:

Sara Hillier, TEP, MTI
Director, Estate Solutions & Partnerships

Samantha Vient, Director of Financial Planning

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