Whether you have been planning to retire for a while, or the pandemic’s chaotic events have motivated or forced that decision, now is the time to get ready.

Some of the most important considerations are those related to your finances and investments. One obvious challenge is turning a retirement pool into an income that lasts for the rest of your life. But there are other issues new retirees must think about—from changes to how you’re taxed in retirement, to your healthcare coverage and costs, to strategies for producing investment income, and more.

Retirement marks the end of one life stage and the beginning of another, which can be full of new adventures and opportunities. But to make the most of this new phase, we recommend a thorough review of your financial and investment situation so you can readily make any adjustments necessary to keep your plans and lifestyle on track.

Terri McGray, CFP, AIF, has helped individuals transition to and through retirement for three decades now. Join us as Terri walks you through the essential financial and investment topics for new retirees with detailed, helpful information.

Learning Objectives:

• Identify current and expected future costs of healthcare in retirement


• Define strategies for retirement investment income in today’s current low rate environment


• Identify critical tax rules that every retiree must know


• Determine the essential way to protect your retirement assets from market volatility