Road to Retirement: Getting on the Path to a More Secure Financial Future

When it comes to retirement readiness, you may not be as prepared as you think. Fewer than half of Americans know how much they have saved for retirement, and only 35% know how much monthly income their savings will generate1. Do you know if you are saving enough now to live comfortably in your golden years?

Join us at this live interactive webinar as we share helpful tips on creating and following a path to a more secure financial future and get you thinking about the retirement you want. You will learn:

  • The importance of creating and following a road map to your retirement
  • Key considerations for preparing your short- and long-term financial plan
  • Where many of our clients find themselves in different stages of their lives and how we help them achieve better outcomes


Slide deck
Webinar recording

Presenters

Ross James, CFP®, AIF®, QPFC

Vice President, Personal Investment Services

View Ross' Bio

Brogan O'Connor, AIF®

Investment Consultant, Personal Investment Services

View Brogan's Bio

1 TIAA’s 2016 Lifetime Income Survey