Retirement Readiness Webinar: Things to Help You Prepare for Taking the Next Big Step
Are you age 55 or older and starting to think seriously about retirement? This webinar is designed to help you take the next steps with clarity and confidence. Whether you're just beginning to explore your options or already mapping out your retirement timeline, we’ll walk you through key considerations to help you prepare.
Topics include understanding retirement eligibility, estimating your pension, budgeting for future expenses, and navigating Social Security and Medicare. You’ll also learn how to consolidate accounts, assess your comfort with market risk, and explore catch-up contributions if you’re feeling behind on savings.
This session is ideal for those who want practical guidance and planning tools tailored to their stage of life. You’ll leave with a checklist of action items, access to helpful resources, and a clearer sense of what’s next—so you can move forward with peace of mind and purpose.
We have been with you through the years to help you save for retirement. Let us help as you prepare for your next steps on your road to retirement readiness.
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Need More Info? Connect with a Financial Coach
Your Money Line offers free financial coaching from financial guides who can walk you through every step of preparing to start retirement. You can also find helpful resources on their online dashboard, such as the Mock Retirement course that will help you get started.
Have Specific Questions on Forms?
For specific account-related questions or help navigating the retirement application process, contact our Member Relations team. We are here to support you every step of the way.