Hi Jan,
The Retirement Income Challenge begins tomorrow.
If you’ve been thinking about joining us, there’s still time to reserve your seat.
Once you register, our team will send you everything you need to get started, including instructions for completing your Retirement Income Style Awareness® (RISA®) assessment before Day 1.
Don’t worry if you’ve never taken it before. We’ll walk you through the process, and our support team will be available to help if you have any questions before we begin.
Here’s a quick reminder of what we’ll cover this week:
The Retirement Income Challenge begins tomorrow.
If you’ve been thinking about joining us, there’s still time to reserve your seat.
Once you register, our team will send you everything you need to get started, including instructions for completing your Retirement Income Style Awareness® (RISA®) assessment before Day 1.
Don’t worry if you’ve never taken it before. We’ll walk you through the process, and our support team will be available to help if you have any questions before we begin.
Here’s a quick reminder of what we’ll cover this week:
- Day 1: Review your RISA® profile and a live demonstration of the Funded Ratio tool
- Day 2: Learn how to interpret your Funded Ratio score
- Day 3: Explore the non-financial aspects of retirement with Jason Rizkallah from McLean Asset Management
- Day 4: Live Q&A, where we’ll answer your questions and discuss retirement planning in greater depth
Each session runs from 12:00 to 2:00 PM ET.
If retirement is on your horizon and you’d like a clearer framework for thinking about retirement income, I hope you’ll join us.
