The Home Stretch - Seven Things to Do Before You Retire, presented by Coastal Credit Union

Take the right steps to reaching a happy retirement.  We will take a deep dive into how to get ready now, before you stop working.  While retirement age may vary from person to person, the important steps you should take during the last 10 years of your career are very similar and critical to securing both a pleasant and financially stable retirement. 

We will cover the below seven important steps in detail.

1.  Determine When the Time is Right

2.  Take Aim at Your Retirement Target

3.  Maximize Your Nest Egg

4.  Get a Portfolio Checkup

5.  Create a Social Security Strategy

6.  Build a Retirement Income Stream

7.  Look Beyond the Money


Our presenter will be David C. Gullison, CIMA®, Vice President - Senior Advisor Consultant, from Franklin Templeton Investments. He will be joined by Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, Financial Advisor, CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union along with CFS financial advisor, Jonah Kaufman. They are both part of the Coastal Wealth Management team (through CFS*).