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Tuesday, September 9, 2025 Live Webcast

Retirement Planning: Next Stage for You or Your Client (X2-52283)

1:00 PM - 3:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both.

DESIGNED FOR

A professional considering, planning or engaged in retirement for oneself or for one's clients

BENEFITS

After attending this program you will be able to...

  • Recognize a healthy and holistic understanding of this new stage of life.
  • Recognize new sense of direction and purpose for your life.
  • Recall what needs to change or remain regarding your financial conditions, relationships and healthy habits.
  • Recognize a new way to describe yourself and your identity.
  • Develop a Master Plan for being successful in this new stage of your life.
  • Recall a few key ideas that you can do now which will prepare yourself for this stage later.

HIGHLIGHTS

The major topics covered in this class include:

  • Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about
  • It's About Time -- Discovering a new sense of purpose
  • Money Matters

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Tom Wilson

Tom Wilson, M.B.A., CCP

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