Watch the replay from our webinar on retirement planning that goes beyond your account balances.
Having a sound financial plan for retirement is paramount, but additional preparation for this important milestone in your life is also wise. Emotional, social, and income source considerations are just as crucial as your financial plans.
Presenters:
Brian J. Taylor, Wealth Director, Bryn Mawr Trust
Jamie Hopkins, ESQ., LLM, MBA, CFP® Director of Private Wealth Management, Bryn Mawr Trust
Key Topics:
- Exploring the option of a phased retirement
- The importance of structuring your time effectively
- Getting comfortable with spending adjustments
- Preparing for income fluctuations
- Retirement income strategies
