Get Organized and Envision your Retirement | A webinar presented by Northstar FP

Let's Get Acquainted

We will be discussing important "to dos" prior retirement:

  • Gathering documents and creating a Net Worth Statement (What own vs. what you owe)
  • Use your year-end statements to update or create a spending plan
  • Make sure you are maximizing tax-deferred retirement savings
  • The power of visioning - what do you want the next phase to look like?
  • Anything else that is on your mind