With our goal of helping you thrive before and during your retirement years, Keen Wealth Advisors is dedicated to providing you with ongoing online education workshops designed to keep you apprised of latest trends and updates that may impact your financial picture in retirement. Please register and join us for these informative webinars.
Are you being forced to retire early for any reason?
Every year there are many retirees who are forced into an early retirement. In fact, according to the Employee Benefit Research Institute, almost half of retirees enter retirement earlier than they expected. Often these people planned to work until age 65, but a health problem, care-giving demands, or early termination from work led them to an early retirement.
No matter the reason, you should have a thoughtful plan of action should you be faced with this scenario. Please join us as we discuss the steps you should take to be prepared to navigate this complex transition. During this webinar, we will discuss:
Health Insurance
Social Security
Pension Plans
Debt
Budgeting
Investment Decisions
If you have any items that you would like us to address during the webinar, please send them to info@keenwealthadvisors.com.
Taxes are inevitable, but did you know there are several ways to protect your retirement income from higher taxes?
The myth is that taxes will be lower in retirement, but that is only true with proper tax planning. We're hosting a complimentary workshop entitled "Timing Is Everything".
Here are 3 reasons why you should join us for this workshop on Wednesday, July 9th at 5:30 pm CT.
Discover ways to pay the minimum in taxes when rolling over your 401(k), 403(b), 457, Thrift Savings or Lump-sum Pension.
Knowing when and how to withdraw from the right accounts can help keep you from running out of money later in your retirement!
Making a mistake with your retirement income plan could cost you thousands over your lifetime. Learn some of the most common errors.
If you have any items that you would like us to address during the seminar, please send them to info@keenwealthadvisors.com.
