Broker Check

Retirement Readiness: Preparing You for the Lifestyle You Envision | 3-part Webinar Series

Discover How You Can Retire Confidently

You have worked so hard and as you near retirement, the worries of your future can start to dominate your mind: what will my life look like? Will I be able to travel? Will I have more time to play with my grandkids?  Will I finally have time to take up those hobbies I have been putting off?

These questions are natural and common. And having a financial foundation is crucial for getting you on track (and keeping you on track), as you get closer to retiring.

Medicare, Social Security, and having a solid financial plan each play an important role as you prepare for your life after retirement.

Join us for this free, 3-part webinar series to help you prepare for the retirement lifestyle you envision.  We help you get on track so that you can:

  • Worry Less
  • Enjoy Life
  • Soak up the Time With Your Loved Ones

The first worry usually starts small. It’s not even so much of a worry, rather a vision for your life after retirement: “When I retire, we’re going to travel!”  “I’ll have free-time! I don’t even remember what free-time is!” But as you get closer to retirement age, your dreams get weighed down by heavier worries. You’ve worked so hard, but you find yourself questioning "How do I know if my retirement 'paycheck' will actually be enough? What if the market crashes? And what about inflation?" You have plans that you have purposely put off until retirement, but you ask yourself, "Can I actually retire when I want to?"

These are the conversations we encounter each day, before a solid financial plan is put in place. 

But here's the good news! We have helped people just like you address these questions time and time again!

This 3-part, comprehensive webinar series will address questions such as:

  1. What are my Medicare options and when do I need to enroll?
  2. When should I file for Social Security? What about my spouse?
  3. We have this money... now what?
  4. How can I confidently retire with the financial means necessary for the lifestyle I envision?
  5. Why do I need an income strategy?
  6. Do I need to make any adjustments to my current retirement plan? 
<br data-mce-bogus="1">

  • Part 1: Medicare Simplified: What does it cost and cover? 
  • Part 2: Social Security: Helping you understand your options. 
  • Part 3: Retirement Ready: Developing an income strategy for the retirement lifestyle you envision. 

Webinar Series Details

Dates and time: 

  • Part 1: Medicare Simplified: Wednesday, June 12th, 10am EST 
  • Part 2: Social Security: Wednesday, June 26th, 10am EST
  • Part 3: Retirement Ready: Wednesday, July 10th, 10am EST

Log-in link: This will be emailed to you in advance of the webinar.

Your Presenters

Ed Foltz and Marc Stasik team up to lead this webinar series. Combined, they have over 30 years of experience helping individuals just like yourself retire confidently. They seek to understand your individual hopes, dreams and fears. And they are both gifted with the ability to take your perspective, which truly sets them apart. 

Join Marc and Ed in this no-cost, 3-part webinar series that will help you gain confidence as you near retirement so you can enjoy your life.