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The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire

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Date and Time
Tuesday, March 14, 2023
11:00 a.m. to 12:00 p.m.
45-minute webinar followed
by a 15-minute Q&A session

Offered by SAFE Financial Services

Location
Webinar
Register Now
Topics Covered
  • Timing your retirement and determining how much savings you might need
  • Maximizing your retirement savings strategy now and what to do as you approach retirement
  • What to expect from Social Security and how to build a retirement income stream
  • Factors, other than money, that can have a considerable effect on your retirement
Are you as prepared for retirement as you’d like to be? With longer life spans, increasing health care costs, and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can deeply impact your retirement plan. Join our presentation to learn more.
 

 

About The Speakers

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Savannah Brown
Financial Wellness Educator, SAFE Credit Union
Savannah Brown, Financial Educator at SAFE Credit Union, has dedicated the last decade to perfecting her skills in the financial industry. She is driven to combine her extensive financial background and facilitation knowledge in order to create unique and informative experiences for the communities that she serves.  Always passionate about learning more, and then sharing with others; Savannah has had the privilege to work with numerous organizations to help increase their financial and professional wellbeing. When she is not enriching lives on the financial end, she is working out, staying active, and spends time practicing gratitude and mindfulness. 

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Larry Braley
LPL Financial Advisor, SAFE Financial Services
Larry Braley is a Financial Advisor, available through LPL Financial and Vice President of Wealth Management for SAFE Financial Services located at SAFE Credit Union. Larry specializes in retirement planning, business and non-profit organization retirement plans, wealth management & protection, long-term care insurance and life insurance. He holds the Series 24, 7, 63, 65 through LPL Financial and California Insurance Lic #0C13830 along with the AAMS (Accredited Asset Management Specialist), AIF (Accredited Investment Fiduciary) and the PPC (Professional Plan Consultant).
 

 

 

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