Are you on track to the retirement you imagined? Whether you are 32, 48 or 62 you should have a retirement plan in mind. The earlier you begin planning the more you can take advantage of the power of compounding.
This presentation focuses on the information around planning for retirement. Especially during those critical 5-10 years just before you retire. Retirement is one of the most expensive financial events that you will come across in your lifetime. If you are not ready for it, you may fail to realize your long-awaited retirement goals.
Learning Outcomes:
1. Evaluating Risks in Retirement
2. Retirement Income Sources
3. Healthcare in Retirement
4. Social Security
About Shawn: Shawn has been in the financial industry for over 15 years and has been featured in FORTUNE magazine February 2022 as a Five-Star Wealth Manager Under 40 and also in Minnesota Business Journal September 2017 as a Twin Cities Finest for my work with the Cystic Fibrosis Foundation. Shawn helps a full range of clientele from young families just getting started, to corporate executives managing their resources, to retirees living on fixed incomes. Shawn also specializes in working with business owners in the manufacturing industry. Shawn grew up in Shakopee MN, and attended college at Minnesota State University, Mankato. He enjoys spending his free time playing golf, fishing, hunting, competitive shooting, boating, cycling, and spending time with his family.
PO Box 1062Shelbyville, TN 37162Tel: (205) 588-8004 Fax:(321) 695-5441
rocky@sunbeltppa.org www.sunbeltppa.org
