People
Vice President, Wealth Management
Multiple Sessions | November - December 2026
Join us and discover the foundations of a well-planned retirement so you may embark on the next chapter with greater clarity and confidence.
This webinar series provides our best tools to combat the stress and uncertainty of proper retirement planning.
Each session you will be guided through a different stage of The Retirement Journey - going in-depth on important topics such as Social Security, Medicare, turning your nest egg into a paycheck, and emotionally preparing for retirement. Join us and discover the foundations of a well-planned retirement so you may embark on the next chapter with peace of mind.
Retirement isn’t just a destination—it’s a transition. Together, we’ll walk through the stages of The Retirement Journey—exploring essential topics to help with your transition into retirement.
November 4th, 2026 | 12PM or 6PM
For 30 or more years, I’ve been able to count on a paycheck. How do I turn my hard-earned savings into a stream of income?
November 11th, 2026 | 12PM or 6PM
Determining how far Medicare Parts A, B, and D get me, and identifying where I might need more coverage.
November 17th, 2026 | 12PM or 6PM
Fewer responsibilities, less structure, and more time. Am I ready for a purposeful retirement?
December 2nd, 2026 | 12PM or 6PM
I’ve paid into it over the entirety of my career, but how do I make sure I’m getting the most in return?
Questions? Please contact katie.clements@onedigital.com