Our January webinar focused on retirement readiness.  The presentation covered topics including the  knowledge gap, a Financial Planning perspective on retirement, retirement spending strategies, and  benefits of working with a financial planner. Melissa Joy CFP® founder of Pearl Planning presented us  with this 22‐minute informative presentation.

If you missed our webinar, no problem, we’ve got a recording for you. Even better…here’s a cheat sheet  of highlights of the webinar with the minute in the video so you can fast forward if your time is limited

 

 

[0:48] When should I retire?  What are your Goals and aspirations? How long do you need your money  to last?

[1:24] Knowledge gap regarding retirement planning

[2:05] Don’t put your future self last

[2:53] A financial planning perspective of retirement

[8:03] Retirement spending strategies

[18:31] What will you do in retirement?

[19:32] Benefits of working with a financial planner

 

Any opinions are those of Melissa Joy CFP® and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete.  Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes learn more about the potential risks and benefits of Donor Advised Funds, please contact us. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.