Chalk Talk: Navigating the Non-Financial Side of Retirement
on Jun 17, 2024
“MainStreet Chalk Talk”
The MainStreet Financial Planning Discussion Club
When: Thursday, June 27th at 6pm Eastern; 3pm Pacific
~30-45 minutes
Recorded and able to retrieve for one week
How: Zoom Meeting
Free for current clients, $10 for guests
Navigating the Non-Financial Side of Retirement
Hosted by: Anna Sergunina, CFP®
Guest: Luanne Mullin, Retirement Counselor
Retirement is a complex and exciting phase of life that we spend years working, saving, investing, and preparing for. But how do you create a path that ensures you are truly ready and confident in your decisions, especially the non-financial ones?
In this discussion, we’ll cover essential topics to help you prepare for this transition.
- The Nature of Transitions: How do we recognize and embrace change, whether we initiate it or happens to us?
- Mapping Your Future: What steps can you take to move forward with confidence and purpose?
- Risk-Taking and Momentum: How can embracing risks lead to growth and new opportunities?
- Exploring New Possibilities: What are the unique challenges and opportunities for those over 50.
Let’s get started on making your retirement as fulfilling and secure as possible!
Readings:
Beyond savings: Why retirement lifestyle planning is important
Retiring Soon? How to Ensure a Successful Transition
Please forward your questions in advance to [email protected]
