August 12 | 5 Financial Decisions That Matter Most Before You Retire

Decisions you make before retirement can shape your income, taxes, Social Security strategy, investment approach, and long-term financial confidence.

If you’re beginning to think seriously about retirement, approaching retirement, or have recently retired, we invite you to join us for this educational presentation with Brent Schafer, CFP^®, TPCP^®.

Brent will walk through five key financial decisions that matter most before retirement. The goal is to help you better understand the questions you should be asking, common mistakes to avoid, and how to think more clearly about the transition into retirement.

Topics include:

- Income planning before and during retirement
- Social Security timing
- Tax planning opportunities
- Investment risk and allocation
- Planning for health, longevity, family protection, and legacy

This presentation is designed to help you better understand your options and make more informed financial decisions as you prepare for retirement. Whether you’re still several years away from retiring or getting ready to take that next step, you’ll leave with practical insights and greater confidence for the road ahead.

We’d like to encourage you to take a break from the office and make your lunch hour count. Bring a friend or colleague, enjoy lunch on us, and gain valuable insights you can put to work right away. Reserve your seat today!