Start the new year with a clear plan for retirement success. Our "Reflect, Realign, and Restart: A Retirement Confidence Checklist" webinar is designed to give you the tools, insights, and confidence to take charge of your financial future in 2025.
Retirement planning isn’t static—it’s a journey that evolves as life changes. This engaging and informative session will walk you through the essential steps to reflect on your financial progress, realign your goals, and restart with a renewed focus. Whether you’re just beginning to think about retirement or are already in the process, this webinar has something for everyone.
What You’ll Learn:
The Power of a Financial Review: Gain clarity by assessing your progress and identifying opportunities to strengthen your plan.
The Evolution of Your Financial Plan: Discover how to adapt to life changes while creating a flexible framework that supports your goals.
Simplified Tax Strategies: Learn how to reduce your tax burden and maximize retirement savings.
Leveraging the SECURE 2.0 Act: Explore new tools and opportunities to enhance your retirement readiness.
This webinar, hosted by Kelly Olczak, CFP® and Managing Partner of LynnLeigh & Company, will provide actionable insights and practical strategies to help you take control of your financial future.
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