Unexpected Retirement? What Steps to Take Next

Wednesday, May 25th | 12pm - 1pm CT

Are you being forced to retire early for any reason?

Every year there are many retirees who are forced into an early retirement. In fact, according to the Employee Benefit Research Institute, almost half of retirees enter retirement earlier than they expected. Often these people planned to work until age 65, but a health problem, care-giving demands, or early termination from work led them to an early retirement.

No matter the reason, you need to have a thoughtful plan of action should you be faced with this scenario. Please join us as we discuss the steps you need to take to be prepared to navigate this complex transition. During this webinar, we will discuss:

During this webinar, we will discuss: 

  • Health Insurance
  • Social Security
  • Pension Plans
  • Debt
  • Budgeting
  • Investment Decisions

Meet Your Host: Matthew Wilson

Matthew Wilson is the Chief Investment Officer and President of Keen Wealth Advisors, one of the firm’s most senior wealth advisors, and a member of the firm’s executive leadership team. Matt began working with Bill as an intern, while finishing his BS in Accounting / Finance with a minor in Economics at Rockhurst University. Matt has learned our business literally from the "ground up". After graduating from Rockhurst, Matt was recruited to the firm full-time.