Are you being forced to retire sooner than expected?
In fact, according to the Employee Benefit Research Institute, nearly half of retirees leave the workforce earlier than they expected. While many intend to work until age 65 or beyond, unexpected health issues, caregiving responsibilities, layoffs, or other life events can change those plans in an instant.
If retirement comes sooner than anticipated, having a plan can make all the difference.
Join us as we discuss practical steps you can take to prepare for an unexpected retirement and navigate this transition with greater confidence.
During this webinar, we'll cover:
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.