Hi Jan,
Today we begin the Retirement Income Challenge.
We will meet live at 12:00 PM ET today, and continue each day through Thursday, March 26th from 12:00 – 2:00 PM ET.
During the challenge we will work through the key steps of building a retirement income plan.
Today, we introduce our Retirement Income Framework and discuss how your beliefs influence the strategies you may prefer. Your assignment will be to complete the Retirement Income Style Awareness® (RISA®) assessment.
On Tuesday, we connect your RISA® style to retirement income strategies and guide you through creating your Funded Ratio plan using the new planning app.
On Wednesday, we review the Funded Ratio outputs and help you interpret what the results mean.
And on Thursday, we discuss the softer side of retirement and answer questions.
If you have not registered yet, there is still time to join us.