With a global pandemic dominating our minds, you might find yourself thinking about financial planning for retirement on the horizon a bit more. As you approach retirement, you probably have questions you need to answer in order to meet the goals you have set for you and your family. Watch DHJJ's webinar recording to learn what a complete financial plan includes and how this fits in with your retirement plans. Cammy Corso, who is both a Certified Financial Planner™ and a CPA, discusses what the financial planning process includes when retirement is on the horizon.
01:20 - What is Retirement Planning? 02:40 - Retirement Planning Overview 05:17 - Cash Flow Planning 12:08 - Social Security Planning 18:07 - Invest Your Assets 20:54 - Investment Management 12:59 - Risk Assessment 36:33 - Estate Planning 47:46 - Tax Planning 53:45 - Examples 55:08 - Insurance Planning Click Here to Read Our Important Disclosure Information
Watch the Video: Financial Planning for Retirement
01:20 - What is Retirement Planning? 02:40 - Retirement Planning Overview 05:17 - Cash Flow Planning 12:08 - Social Security Planning 18:07 - Invest Your Assets 20:54 - Investment Management 12:59 - Risk Assessment 36:33 - Estate Planning 47:46 - Tax Planning 53:45 - Examples 55:08 - Insurance Planning Click Here to Read Our Important Disclosure Information
How DHJJ Can Help
If you'd like to discuss your financial plan with one of our Certified Financial Planner™ and a CPA's, fill out the form below or call 630 420 1360.
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