People know they need your help to build a financial portfolio so they can afford to retire. But they often don’t know they also need a Happiness Portfolio® to live a happy and fulfilling life in retirement. They think that it will just happen automatically. For most people, it doesn’t and they become disillusioned and disappointed..
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| Meeting number: 2550 127 9143 |
There are many differences between the way men and women respond to and cope with life’s challenges — and retirement is no different. Although both genders face many of the same issues, there are some that are uniquely women’s challenges. This program explores the challenges women often have to deal with as they move into retirement and beyond.
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| Meeting number: 2554 801 8360 |
When you move from the career phase of your life into retirement, everything changes. This big upheaval can have a significant impact on your primary relationship. For some it leads to Gray Divorce. For others it is the beginning of a rich and rewarding new phase of the relationship. This program spotlights the pitfalls so you can avoid them and paints a picture for how your relationship can flourish in this new chapter.
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| Meeting number: 2554 984 4278 |
As you move away from your demanding and rewarding career, many things change and you need to change with them if you want to thrive in your next chapter. This webinar shows you how to tackle that so this is the best time of your life.
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A successful retirement requires more than financial security. A recent study found over 69% of retirees faced challenges adjusting to their new life. Without focusing on the social, mental, emotional and physical attributes, many retirees may find the post-career phase of their lives unfulfilling.
| CLICK TO JOIN or call 1.888.642.2128 |
| Meeting number: 2558 593 9672 |
A significant shift is underway as women are recognized for controlling an increasing share of wealth. This virtual presentation will examine the financial planning considerations resulting from the longer lifespans of women, from portfolio construction to health care and estate planning.
As 2021 comes to an end let's take a break and look back at the year that was.
With this in mind, beginning December 22nd, our team will be in the office on a reduced skeleton staff. While we spend time with our families, we are available via email with limited access to phone calls so do reach out should you have any questions or requests, and we will do what we can to get back to you.
Best holiday wishes to you and your family.