Revisit Your Financial Plan Online
The secret to a secure retirement is planning. If you already have a plan, it’s time to act. If retirement came as a surprise, it’s time to make retirement planning a priority. In this session with personal portfolio manager Julie Jason, we will talk about setting up pension-like income streams, how to anticipate, not react to, market-moving events, how to monitor investments, when to make changes to your plan, and whether and how to include a financial professional in the mix.
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- Wednesday, October 26, 2022
- 1:00pm - 2:00pm
- This is an online event. Event URL will be sent via registration email.