Saturday, September 24, 2022
57.4 F
Milwaukee

The Four Phases of Retirement

With today’s rising lifespans, many will have 20 or more years in retirement. You probably have a clear vision of day one, and maybe even day 1001. But what about day 5000? Or 6000? Getting started on the right foot can be crucial.

Rather than planning for retirement as a single state, reflect on the four-phased concept of retirement with each phase characterized by the tasks and issues you will likely be managing.

The four retirement phases enable a clear vision to plan and anticipate what is likely to come.

  1. The Honeymoon Phase
  2. The Big Decision Phase
  3. The Navigating the Longevity Phase
  4. The Solo Journey Phase

Presented by:

Neary
John Diehl
Sr. VP of Strategic Markets
Hartford Funds

Bonus Market Update

SVA Financial Group will also present a market update featuring a recap of 2019 and a look ahead for the remainder of the year.

Presented by:

OBrien-Tim
Randy Godsell, CPA, CFA, CFP®
Chief Investment Officer and Principal
SVA Financial Group

 

Schedule:
5:30pm – 6:00pm | Registration, Beverages, and Hors d’oeuvres
6:00pm – 6:30pm | Market Update
6:30pm – 7:30pm | The Four Phases of Retirement

 

Register at www.SVAfinancial.com/events/4Milw

Date

Oct 29 2019
Expired!

Time

5:30 pm - 7:30 pm

Cost

Free

Location

Embassy Suites
1200 South Moorland Road, Brookfield, WI