COMPLIMENTARY WEBINAR
DEFINING PURPOSE IN RETIREMENT
How to plan your retirement to fulfill your vision and purpose for you and your Family
Have you ever thought about what brings you the most fulfillment in life? What gives you energy? What are you passionate about?
These are all important questions to ask yourself at any age, but especially so as you prepare for retirement.
During this webinar, we take an in-depth look at how to define meaning and purpose in your life, and the impact this can have on creating more joy and overall fulfillment in your Second Act. It's not just a financial plan... it is a life plan.
Join Us for this Webinar by clicking "REGISTER HERE" below.
Here's what we will cover:
📌 Why purpose is at the core of the Howard Bailey planning process and its role in your financial plan and your life plan
📌 Questions you should ask yourself today to define what brings you meaning and purpose in life
📌 How to map out your ideal day, month and year in retirement so that it brings you joy as time goes on
📌 Why Return On Life (ROL) is crucial to building your best retirement
📌 Why it's important to define your mission, vision and values, and how these concepts should guide your investment decisions
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Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Howard Bailey Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER™️ and CFP®️ (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU®️ and ChFC® trademarks are the property of The American College, which reserves sole rights to their use, and are used by permission.
Casey Weade
Casey Weade is the Founder and Chief Visionary of Howard Bailey Financial, Inc. Casey works to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. As a firm believer in a retirement that is driven by meaning and purpose, Casey strives to maximize efficiency in each individual’s life and looks for opportunities for investments that will make your money work harder.
Chris Smith
Chris Smith is the creator of The Campfire Effect, a proven framework to help entrepreneurs and brands tell their stories. He’s since used his experiences in the world of business to create Family Brand, a powerful way for families to discover how to create an intentional culture in their own homes to foster love, joy and connection.