Living Your Best Retirement Life: The Planning Essentials You Need
Comprehensive Retirement Planning: Preparing for Life After Work
Retirement isn’t just a financial milestone—it’s a new phase of life. Join us for a SAM webinar led by Senior Wealth Manager Ryan Walker, CFP®, CEPA, as we explore what it takes to build a meaningful, well-funded, and fulfilling retirement. Whether you’re a few years out or already in retirement, this session is designed to help you think differently and plan intentionally. We’ll cover:
✔ Assessing Your Financial Readiness – Understand how to evaluate your financial readiness, translate your assets into sustainable income, and plan for longevity with confidence.
✔ Designing Your Ideal Retirement Week – Learn how to bring purpose and balance to your daily life in retirement by identifying the right mix of structure, freedom, relationships, and meaning.
✔ Shifting Your Retirement Mindset – Explore the lifestyle, emotional, and relational changes that come with retirement—and how to navigate the transition with clarity and intention.
Complimentary Featured Resource:
In our webinar, we explored how retirement is more than just a financial milestone—it’s a major life transition that requires thoughtful planning around your time, purpose, and income. To help you continue the conversation and apply what you learned, we’re offering a free retirement planning worksheet. It’s designed to give you practical next steps as you shape a lifestyle and financial strategy that’s truly fulfilling
