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.
In this educational 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 firstname.lastname@example.org.
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.