10 Years from Retirement? What to Do Now

WEBINAR

Are you ten years from retirement and feeling uncertain about where you are in your financial goals? It’s normal to feel overwhelmed and unsure about retirement planning.

In our webinar, we’ll discuss important things you need to do when you’re ten years away from retirement and help guide you through strategies that help to maximize your savings, empower you to make wise investment decisions, and put plans in place for a fulfilling retirement. We’ll cover:

  • Cash Flow and Budgeting in Retirement
  • Identifying Possible Income Sources
  • Tax-smart Retirement Strategies
  • Evaluating Retirement Accounts and Other Investments
  • Downsizing Debt
  • Finding Our New Purpose

This is an opportunity to come away with valuable information on getting to and managing your retirement years.

Hosts:

Thomas D. Wilson, CFP® 

Constance Amstutz, CFP®

Run Time:

38:14

Related Webinars

Financial Markets

Quarterly Market, Economic and Planning Update – Q3 2023

Join JFS’ Chief Investment Officer, Manish Upadhyay and our Director of Financial Planning, Chuck Zuzak as they review the 2023 year-to-date financial landscape and its connection to your financial plan. We will review: The market year to date, current state of equities and bonds, Federal Reserve’s policies and their influence on the financial markets, and looking ahead to 2024.

Watch More
Tax Planning

Year End Tax Tips and Strategies 2023

In today’s ever-evolving financial landscape, staying informed about the latest tax strategies and updates is crucial. Our webinar will provide you with insights into how you can optimize your finances as we approach the end of 2024.

Watch More

We’re here for you… and here, and here.

With offices across Pennsylvania, Ohio, Georgia, and Florida and clients in over 40 states, JFS Wealth Advisors can work with you one-on-one, virtually or in person, no matter where you live.

Subscribe to Be Invited to Our Upcoming Webinars

Subscribe to Receive Our Regular Updates