Pre-Retirement Planning: Preparing for the Next Phase

This self-paced program provides a practical framework for individuals aged 45 to 60 to navigate the critical years leading up to retirement. It covers essential financial milestones, catch-up savings strategies, and methods for reducing market exposure as the retirement date approaches. Participants will learn how to map out future income streams, understand the role of annuities in a balanced portfolio, and implement tax-efficient withdrawal plans as part of a long-term strategy. The course focuses on creating a predictable financial path and managing risks effectively to ensure stability in the years ahead.