Hi Jan,
If you’re considering joining us for the Retirement Income Challenge, here’s what the week looks like.
Before the Challenge
After you register, we’ll send you everything you need to prepare, including access to the Retirement Income Style Awareness® (RISA®) assessment. Completing it ahead of time allows us to spend our live sessions discussing your results instead of taking the assessment together.
Day 1: Review Your RISA® Profile & Funded Ratio Tool Demo
We’ll review what your RISA® profile means and how it can influence retirement income decisions. Then I’ll walk through our updated Funded Ratio tool, including several new features we’ve added this year, so you’ll feel comfortable using it before entering your own information.
Day 2: Understanding Your Funded Ratio
This is where many participants have their biggest “aha” moment.
We’ll explain what your Funded Ratio score means, how to interpret the results, and how it can help you think more clearly about your retirement plan.
Day 3: The Non-Financial Side of Retirement
Jason Rizkallah will lead a discussion on one of the most overlooked parts of retirement planning: what happens after you’ve solved the financial side.
We’ll explore topics like purpose, relationships, identity, and creating a fulfilling retirement beyond the numbers.
Day 4: Live Open Q&A
One of the biggest changes this year is a dedicated Q&A session.
Rather than squeezing questions into each presentation, we’ve set aside an entire afternoon to answer your questions in greater depth and discuss the topics that matter most to participants.
The Challenge runs July 13th through July 16th from 12:00 to 2:00 PM ET each day.
If you’d like to join us, we’d love to have you there. join us.
A look at this year’s updated schedule.͏ ͏ ͏ ͏ ͏ ͏ ͏
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Retirement Researcher, 1900 Gallows Rd, Suite 350, Tysons, VA 22182, US
Retirement Researcher, 1900 Gallows Rd, Suite 350, Tysons, VA 22182, US