As a high-achieving professional, who is looking to live life on your terms, it is immensely better to follow a life planning process BEFORE you begin your transition. Whether you are making work optional, shifting your career to a new venture, or a “retirement,” you will benefit from purposefully planning your transition.
Watch our webinar with Alan Spector as our guest, who will walk you through the thought process and steps to take when planning your eventual transition, no matter what that looks like to you.
Along with writing 10 published books, Alan has, for over a decade, spoken across the country, blogged extensively, and personally coached pre- and post-retirees about retirement planning— Beyond the Financials. Alan shares key elements that are important to think about when making a transition and how to know when it is time to make that transition.
Research shows that putting together a Life Plan increases the odds that you have a retirement that you deserve. Don’t believe the myth that you will figure it out later – experience shows you won’t live the life you want after your transition
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Set up time to talk, and let our team at Cogent Strategic Wealth create a plan to help you achieve your financial and lifestyle goals. Schedule an intro call today and let us work with you to create a plan to help you achieve your financial goals.
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