Date: Monday, March 23
Time: 1:00 p.m. (ET)
Format: Live Webinar
Hosted by: Alfred State College and John G. Ullman & Associates
Presented by: Amanda Herrick Smith, CFP®, Senior Advisor
Plan Ahead for the Retirement Transition
Join Alfred State College and John G. Ullman & Associates for an informative webinar focused on retirement preparedness and the key decisions that shape the transition from work to retirement. This session is designed for individuals who are approaching retirement or already navigating this stage of life and want practical, easy-to-understand guidance.
During this webinar, Amanda Herrick Smith, CFP®, Senior Advisor, will walk through important considerations that can help attendees better understand their financial picture, identify planning priorities, and think through the retirement transition in a thoughtful, organized way.
What You’ll Learn
- How to estimate retirement income needs
- Ways to review savings, investments, and employer-sponsored plans
- Key considerations around Social Security and Medicare timing
- Approaches to building a retirement budget and transition strategy
- Common planning challenges to be aware of before retirement
Resources for Attendees
Participants will receive access to digital retirement planning resources and supplemental materials designed to reinforce the concepts discussed during the webinar and provide helpful takeaways for future planning conversations.
Registration
This webinar is free and open to the public. Advance registration is required.
For questions or additional information, please contact John G. Ullman & Associates at 607-936-3785 or info@jgua.com.
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.