57 South Maple Avenue
In case you missed it, the replay is now available from our webinar on Preparing for Your 8000 Day Retirement. Our speaker—David Ingram, Regional Vice President at Hartford Funds—held an in-depth discussion on the research and trends behind how we age.
As mentioned during the presentation, here is a link to download your own 8000 Days Workbook. This can help whether you’re still looking forward to retirement, you’re already there, or you’d like to help a family member of a friend.
If you haven’t had a comprehensive retirement plan completed in the last year, and you want to get that process started, the first step would be to complete our Retirement Lifestyle Workbook, which we use as part of our planning services. We’re happy to send you a copy, just contact us and mention the “Retirement Lifestyle Workbook”. We can then schedule an initial call to discuss how our planning services work. Our clients have already gone through this process and their retirement plan is updated annually.
With over 35 years of financial planning experience, M Financial recognizes that each of our clients has a unique set of financial goals, and we strive to help them work towards them. If you have concerns about your particular situation, or if you’re looking for a second opinion, please feel free to call us at 856-810-7701.