Webinar: Unexpected Retirement: What Steps to Take Next

Wednesday, May 31, 2023 | 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, caregiving 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:

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

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. He is a CERTIFIED FINANCIAL PLANNER™ professional.