Retirement Spending Webinar: What You Need to Know Before You Retire

Thursday, March 20, 2025 | 12 pm - 1 pm CT

Don't miss out on your chance to RSVP for our next webinar designed to help you prepare for your spending needs in retirement, BEFORE you retire.

During this webinar, you will:

• Learn what retirees are spending and how to evaluate your spending needs
• Determine if your spending needs are reasonable with respect to your resources
• Identify if you will have margin built in for entertainment, emergencies, and unexpected expenses

If you have any items that you would like us to address during the webinar, please send them to info@keenwealthadvisors.com.

Meet Your Host: Matthew Wilson 

As Chief Investment Officer and President, Matt is responsible for the analysis and allocation of client investment portfolios, and he serves on the executive leadership team. He also works with clients as one of the firm’s most senior financial planners. Matt has been instrumental in delivering upon the strategic objectives of Keen Wealth Advisors and has worked side by side with founder and CEO Bill Keen for over two decades. He began working with Bill in 2002 as an intern and progressed to serving on the operations side of the business to his current position. Matt has a Bachelor’s degree in Accounting/Finance with a Minor in Economics from Rockhurst University. Matt Wilson is a CERTIFIED FINANCIAL PLANNER™ professional.