World Insurance Associates LLC’s Post

It’s time to strengthen your financial position. Join M3 Financial on August 15 at 1pm for an educational webinar featuring Patrick Delaney, Vice President, T. Rowe Price. The webinar helps pre-retirees prepare for the nonfinancial aspects of retirement, focusing on the key drivers of retirement happiness and success—lifestyle, health care and meaning. It starts with helping them create their vision for retirement and then uses that as an input to help connect their vision to the financial decisions they need to make to be successful. Please join "Visualize Retirement – Make Your Vision a Reality" here: https://lnkd.in/e7hqSRF4

It’s time to strengthen your financial position. Join M3 Financial on August 15 at 1pm for an educational webinar featuring Patrick Delaney, Vice President, T. Rowe Price. The webinar helps pre-retirees prepare for the nonfinancial aspects of retirement, focusing on the key drivers of retirement happiness and success—lifestyle, health care and meaning. It starts with helping them create their vision for retirement and then uses that as an input to help connect their vision to the financial decisions they need to make to be successful. Please join "Visualize Retirement – Make Your Vision a Reality" here: https://lnkd.in/gVKeTRxE

It’s time to strengthen your financial position. Join M3 Financial on August 15 at 1pm for an educational webinar featuring Patrick Delaney, Vice President, T. Rowe Price. The webinar helps pre-retirees prepare for the nonfinancial aspects of retirement, focusing on the key drivers of retirement happiness and success—lifestyle, health care and meaning. It starts with helping them create their vision for retirement and then uses that as an input to help connect their vision to the financial decisions they need to make to be successful.  Please join "Visualize Retirement – Make Your Vision a Reality" here: https://lnkd.in/eSv8rfyd

We understand that Supplemental Executive Retirement Plans (SERPs) can be a complex topic for executives and board members. Our webinar series covers it to provide comprehensive education on SERP design and implementation. . . You can watch now ➡ https://lnkd.in/ejaRi4tq to gain valuable insights into maximizing executive benefits and securing long-term financial stability.

Ready to take charge of your retirement journey? Dive into our comprehensive checklist designed to empower you with the knowledge and confidence needed to navigate the road ahead. Start planning smarter today!

Thousands of financial professionals–from individual advisors to global banks–trust Vestwell to support their client’s retirement plans. Vestwell recently made the Inc. 5000 list of America's fastest-growing companies, placing in the top 500! Interested in learning more about how Vestwell powers Financial Advisors? Start here: https://hubs.li/Q02br-gw0

Retirement advisors: Are you ready to embrace a new value proposition? Explore the two additional “P's” that can take your services to the next level: plan design and participant engagement. https://lnkd.in/ezZAVwii.

You trust your GPS to guide you when driving through unfamiliar terrain, why not trust it when navigating through new financial territory? At Northern Way, we help you set your financial GPS so that it guides you along a path you can trust as you make your way towards retirement. Learn more.

After a long career at bp, picking a retirement date that best incorporates your 401(k), pension, and other benefits into a tax-optimized plan can be complicated. In tomorrow's webinar, John Siegel, CFP®, EA, Sr. Wealth Manager, and WJA's BP benefits expert, talks about the common mistakes BP executives make when taking their benefits and how to avoid them. Register here: https://hubs.li/Q02tP90m0

Are you planning to live or are you planning to survive 🤔? Traditional retirement planning serves a purpose but it’s no longer the only strategy to retire comfortably. Strategic financial planning creates a solid plan for your future. Quarterly meetings with your financial advisor is a must. I have some clients that prefer Monthly. Separate yourself from most by simply being proactive. Do you want to survive or do you want to live?