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How to Navigate an Age Gap in Retirement

Couple with Apples cropped

How can you keep your relationship—and your financial plan—strong when one partner retires before the other? Tune in to our webinar to find out! You’ll learn:

  • Which questions are crucial to ask before the older partner retires
  • How to maximize both of your Social Security benefits
  • Why you need to plan for health care costs now—not later
  • How to align on a withdrawal strategy to suit your lifestyles
  • …and more smart tips to make the most of this important life stage!

This is a must-attend for anyone retiring 4+ years before or after their partner.

The webinar is free, but registration is limited. Sign up today to reserve your spot!

Speaker

Peg Webb-1

Peg Webb

Vice President, Financial Advisor

Preston Koenig-1

Preston Koenig

Vice President, Financial Advisor