Hi Jan,

 We wanted to send a quick note to clarify an important update to the webinar we recently invited you to… There’s been a change of plans!

The event, Getting Started Now: Crucial Steps to Take When Retiring, has been rescheduled and will now be offered at two different times. The content will be the same at both, you can choose the time that works best for you.

Updated Dates and Times 
Tuesday, October 15 | 1:00 to 2:30 PM ET
Wednesday, October 16 | 1:00 to 2:30 PM ET 

Whether you’re approaching retirement or already navigating it, this webinar will give you a step-by-step framework to help you feel more prepared, financially and personally.

We’ll walk through how to: 

  • Organize your finances and estate documents 
  • Build a tax-efficient income strategy 
  • Make informed choices around Social Security, Medicare, housing, and long-term care 
  • Plan for the non-financial essentials- like your health, relationships, and lifestyle goals 


We understand that schedule changes can be inconvenient, and we truly appreciate your flexibility. The updated format gives you more options to join us live and take part in the conversation. 

Thanks again for your interest- we’re looking forward to a great session.

Thanks again for your understanding,
Wade Pfau Ph.D, CFA®, RICP®
Retirement Researcher


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