Retirement Readiness – Planning For a Smooth Transition
Date: Wednesday, February 18, 2025
Time: 1:00 p.m.
Location: Clemens Center – 207 Clemens Center Pkwy, Elmira, NY 14901
Presented by: Amanda Herrick Smith, CFP®, Senior Advisor & Lynda Lander, CFP®, Advisor
Register Here: https://clemenscenter.org/event/retirement-readiness-planning-for-a-smooth-transition/
Kick Off Your Retirement Planning Journey
Join JGUA and the Clemens Center for the first session of the 2026 Retirement Roadmap Series and take the first step toward a smooth, confident retirement. This interactive, in-person session is designed for individuals approaching or enjoying retirement who want practical guidance to align their finances with their lifestyle goals. During this session, you’ll learn how to evaluate your current financial situation, set achievable goals, and develop a retirement plan that works for you.
What You’ll Learn:
- How to determine your retirement income needs
- Assessing your savings, investments, and employer plans
- Timing Social Security and Medicare for maximum benefit
- Creating a retirement budget and transition plan
- Avoiding common pitfalls before retirement
Take-Home Resources
Each registrant will receive a retirement resource booklet and supplemental materials designed to help you start your transition to retirement with confidence. These tools provide practical guidance and actionable steps to implement what you learn during the session.
Registration
This session is free and open to the public, but space is limited. Reserve your seat today to ensure your spot! For questions or additional information, contact John G. Ullman & Associates at 607-936-3785 or info@jgua.com.