To secure a spot in our Retirement 101 Roundtable, please fill out this form. We will confirm your reservation with you within one business day. If you are planning to bring a friend, please fill out this form a second time (you'll have a chance after you submit your info) or include their name in your note to us.
Whether people are just starting to save, approaching or in the midst of retirement, there is never a wrong time to become more aware of the basic financial management options that exist and get headed in the right direction. In this free, one-hour session, Retirement 101 will provide you with an increased knowledge and comfort with the strategizing tools available to help you plan for the future and get the most out of retirement.
In this open forum, we will share and discuss the:
Essential terminology you should be familiar with to make informed decisions about retirement at any age.
Six critical areas of retirement planning and the steps that go into preparing for each.
Reasons why a retirement planner is needed and the key characteristics to look for when selecting one for your network of advisors.
Nearly 20 years ago, John Navin & Associates began with a foundation built on integrity, service and dedication to clients. Since that time, we have shown thousands of people the way to organize their finances, plan for their future and reach their retirement goals. Propelled by John’s real-world experiences, John Navin & Associates is here to guide you in the development of your own unique path to success.
Keep up with us on social media