702 - Betting on Yourself: Planning for Your Own Retirement

In this session, speakers share personal insights in retirement planning and preparation strategies. Topics include how Social Security is calculated, Medicare coverage, and other healthcare costs, individual investment risk profile changes, and strategies to avoid running out of money. Whether you’re retiring next month, 30 years from now, or just helping family and friends make that jump, this session is a solid bet to give you the new retiree perspective and help you thrive in your retirement!

Speakers:

Mr Brian Young Boring

TIAA-CREF

Mr. Christopher Chaplain

Mr. Craig P. Rosenthal

Mercer

Mr. Jake Rust

Hudson Oaks Wealth Management

Credits:

CPD Credit: 1.50 EA Core Credit: EA Ethics Credit: EA Non-Core Credit: 1.50 EA Formal Credit: 1.50