Hosted by Dan Veto, CSA
Many of us spend countless hours building a financial plan for our retirement years. We include detailed assumptions about market returns, inflation rates and carefully plan for the impact of federal, state, and local taxes. Despite these efforts, many will fail to deploy retirement assets in an optimally efficient manner – or even in the way that we planned prior to retirement. The primary cause of this behavior is simply that we are human and not purely rational. Our emotions, and the things that we care about, will impact our actions in retirement.
In this workshop Dan will detail:
Step 1. You will receive an email invoice, and a confirmation email with a link to log in.
Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.
Step 3. This is a subscription product, so you will be automatically billed at your next billing interval.
If you choose an Annual subscription: Your initial fee will be charged at the end of your 7 day trial and your renewal fee will be charged annually after that. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.
If you choose a Monthly subscription: Your first month fee will be charged at the end of your 7 day trial and your renewal fee will be charged monthly after that. Feel free to cancel anytime prior to your next monthly billing date.
We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at community@retirementresearcher.com
You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at community@retirementresearcher.com.
No, we are not offering refunds for membership subscriptions.
Sadly, the membership site is only available for purchase by individuals in the United States.
Dan Veto, is a Retirement Life Stage Specialist. He has spent over 2 decades studying the retirement life stage by examining the retirement experience of 100,000 individuals and speaking directly with people in approximately 100 locations from all walks of life about the exciting promise and critical new responsibilities associated with increasing longevity and the changing nature of retirement.
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