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Retirement Planning Blunders

All this month, I’m highlighting retirement planning blunders that even smart people make and how to avoid them. Why? Because on May 23 at 6:00 p.m. (PST) my esteemed colleague, Amy Shappell, CFP®, and I are presenting a free webinar on the topic. We’re will share the mistakes that we see too many people make as they plan for retirement and, more importantly, what you can do to not mess up this important step in your life’s journey.

As a reference point, Amy and I have created retirement plans for 200+ clients over the years. While each client is unique, there are some commonalities among them and we want to share our wisdom with you.

If you want to learn from the experts (I write modestly), then you need to show up. It’s free to attend, but you need to register ahead of time. To sign-up for this totally awesome webinar, click here.

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