The 10 Years Before You Retire: The Decade that Defines Retirement
About this event
The final ten years before retirement are different from every decade that comes before them. This is when small decisions can have outsized consequences—and when missed opportunities are hardest to recover from.
In this session, we’ll walk through the key financial, lifestyle, and mindset shifts that define the decade leading into retirement.
You’ll learn how to:
?Transition your portfolio from growth (accumulation phase) to income (distribution phase)
?Reduce the 5 avoidable tax mistakes
?Prepare for healthcare and longevity risks, and
?Align your money with the life you actually want to live—before the paycheck stops.
Whether retirement is one year away or ten, this is the decade that sets the trajectory for everything that follows.
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Category
Professional Development
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