IOMA “Transitioning Into Retirement” Peer Group Webinars
Following up on the success of our first in-person Transitioning Into Retirement peer group that was held at the IOMA May Conference, we are excited to announce that we have scheduled Transitioning into Retirement webinars. Don't miss these opportunities to gain valuable insights to assist you in transitioning into retirement.
There is no fee to attend but we do ask that you register so that you can receive the zoom link. Registration is available at: https://bit.ly/474UN0H
THURSDAY, NOVEMBER 9TH AT 7:00PM
Life Planning for Retirement
Why financial education is important. Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this presentation highlights time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, our conversation helps you plan your future with confidence. The presentation will focus on dialogue around
Russ Nieland CFP®, AIF®
Managing Director, Partner and Wealth Advisor