WEBINAR REPLAY: Unexpected Retirement: What Steps to Take Next, May 2023

May 31, 2023

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, caregiving 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 discussed:

     - Health Insurance

     - Social Security

     - Pension Plans

     - Debt

     - Budgeting

     - Investment Decisions