Retirement and Investment Planning Session

Retirement and Investment Planning Session

admin-guardian-wealth

200,000.00

Category:

Session details

Our online retirement planning workshop covers the basics of retirement planning and will help you understand how to answer tough questions about your retirement plan to aid you in building towards the kind of retirement you want. Our workshop will help you approach retirement in a strategic manner, helping you figure out how much you will need in the future, how much you should invest today and provide a clearer picture to know if you’re doing it right. You will be equipped with the knowledge of the type of accounts you should consider having and which ones you should start investing in, giving you a clearer vision for your dream retirement.

Is this for me

The session is ideal for people in the advanced level of their career who are looking to retire within the next 5-10 years

What to Expect
  • A link for you to provide a short introduction about yourself so we can get to know you
  • Two 30-minute calls with the same GW financial planner
  • That includes one to get to know your goals, and one to go over your planner’s proposed plan for you
  • A summary of your advice and next steps, emailed to you after the calls
How it Works
  1. After you check out, book your session right from the confirmation page. You choose the best day and time for your schedule.
  2. Fill out a pre-session questionnaire at least 48 hours prior to your scheduled call. Your coach will use it to prep for your call so the two of you can hit the ground running.
  3. When it’s time, your coach will call you on the phone.
  4. After your call, your coach will follow up with your budget and debt paydown plans, plus resources to help you use them.

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