If you are looking to retire in the next few years, retiring with confidence and enjoying a stress-free life can be a challenge in today’s world. While many envision a retirement filled with adventures, travel, new discoveries, and freedom, problems, and obstacles, as well as mistakes in planning can get in the way.

The good news is that hurdles can usually be overcome with careful planning and mistakes can be avoided with knowledge. Join Terri McGray, CFP, AIF, who has helped individuals transition to and through retirement for three decades now, details nine common retirement mistakes she sees in her practice. Terri will also walk you through the essential financial and investment topics for those seeking to transition into retirement within the next few years.

Learning Objectives:

• Outline a sustainable income strategy for retirement


• Identify various risks that can cause you to run out of money


• Determine how to time your retirement, not your investments


• Practice sticking to your trajectory by defining your needs and building a sound plan


• Define what a trusted advisor is and why it matters


• Identify costly mistakes that could cause financial hardship