Financial Fitness: Visualize Retirement & Make Your Vision a Reality
M3 Financial Service Lead
Strengthen your financial position by understanding how to leverage your workplace benefits. M3 Financial’s webinar series provides you with guidance from a variety of experts within the industry.
All too often, retirement planning success is measured purely by financial metrics: savings amounts (15% per year), income replacement ratios (75% of preretirement income), or withdrawal strategies (4% the first year). But how can pre-retirees know how much money they’re going to need if they don’t know what they’re saving for? This webinar recording helps pre-retirees prepare for the nonfinancial aspects of retirement, focusing on the key drivers of retirement happiness and success—lifestyle, health care and meaning. We then help connect their vision to the financial decisions they need to make to be successful. Please see the Visualize Retirement Pre-retiree Workbook in the Handouts section to support your learning throughout this webinar recording.
Length: 46 minutes
