If the idea of planning for retirement keeps you up at night – this workshop is for you. Featuring
the host of the award-winning Retirement Answer Man® podcast, Roger Whitney.
IN THIS PRESENTATION YOU WILL LEARN:
– How to use an agile management retirement process to better mitigate uncertainty
– Identify risks and opportunities in your plan
– Take incremental action towards rocking retirement
Roger’s been using his credentials (CFP®, CIMA®, CPWA®, and more) for the last 25 years to
help people live well today without sacrificing tomorrow. He is the author of the book Rock
Retirement and loves what happens when people shift their mindset from investing in a
portfolio to investing in what they love.
The live, 60-minute workshop will take place via Zoom. A link and instructions on how to join
the presentation will be sent to all who RSVP. There will be an opportunity to ask questions
following the presentation.