Have you
noticed that the notion of retirement is changing?
Discover how
ready you are to transition into retirement by completing our
Readiness Assessment. While it used to be that retirement was a
one-time event, for most people today it’s a series of transitions,
a move from work into the next stage of their lives.
How will you
transition? What is your desired lifestyle? What about issues beyond
your financial security, like staying active, traveling,
volunteering? Are you prepared for a potential life change?
The
Readiness Assessment tool is designed to help you understand the
factors that can influence your transition and the steps you can
take to achieve your goals.
The tool
automatically generates a Transition Profile for your personal
review. If you would like to discuss your profile with me, please
save it to your computer and forward me a copy.
I will be
happy to work with you to refine your plans.
Are you ready to transition into
retirement?
To access the tool, please click below.
If you know
someone who might benefit from completing a Readiness Assessment,
please feel free to forward them this email. |
