Financial Presentation – Planning for Retirement & Building Financial Wellness for Today & Tomorrow

Topic 2: Planning for Retirement with Paul Hutchings and Ryan Miller This presentation will focus on individuals nearing retirement. We’ll ensure this session has minimal overlap from Topic 1, so attendees can benefit from both presentations. Key takeaways will include:

• Setting and achieving lifestyle goals
• Stress-testing plans for longevity
• Setting up tax-efficient income streams
• Designing investment strategies tailored to individual risk tolerances
• Protecting assets and estate planning

Topic 2: Building Financial Wellness for Today & Tomorrow This presentation will offer a clear, goal-driven approach to financial planning, helping participants assess where they stand and identify practical next steps. Highlights include:

• How to set and achieve meaningful lifestyle goals
• Ways to design investments strategies aligned with your risk comfort
• An age-specific guide for each decade from your 20s through your 60s, focusing on:
  • Key priorities that shouldn’t be overlooked
  • The most common pitfalls and how to avoid them
  • How to build (or catch up) on savings and investments
  • Opportunities that could make a significant long-term impact

Register for a Planning for Retirement & Building Financial Wellness Session