The 5–10 years leading up to retirement are critical for planning to meet your retirement goals. There are many moving parts to entering this next phase of life, so you likely have questions such as: Am I financially ready for retirement? How do I make my portfolio last my lifetime? What about taxes and when should I take Social Security? To address these questions and learn more about what you should be considering, Kyle McCune, CFP® will host an informative workshop on Retirement Planning.

We hope you can join us for this event. There is no cost to attend, so please feel free to invite friends and family. Refreshments will be served.

Please RSVP below: