Free Webinar

One-Year Retirement Countdown: Checklist for a Smooth Transition

About The Webinar

Ready for retirement? Whether you’re counting down the days or just getting started with planning, our comprehensive One-Year Retirement Countdown webinar is designed to help you make a smooth and stress-free transition.

As you approach the big day, having a step-by-step plan is essential to ensure you feel financially confident moving into a new chapter of life. During this webinar, Jon Sanchez, CEO and Jason Gaunt, CFP®, will guide you through a complete retirement checklist including the following:

  • 12 Months Out:

    How to review your retirment plan, estimate expenses, and align your savings with your goals.

  • 9 Months Out:
    ​​​​​​​    Key health insurance decisions, reducing debt, and estate planning essentials.

  • 6 Months Out:

    Finalizing your Social Security strategy, updating your investment portfolio, and planning for lifestyle changes.

  • 3 Months Out:

    Notifying your employer, setting up retirement accounts, and reviewing
    ​​​​​​​insurance needs.

  • 1 Month Out:

    Confirming healthcare coverage, finalizing employer benefits, and celebrating
    ​​​​​​​your transition into retirement!

  • Jon Sanchez, CEO

    As CEO of Sanchez Wealth Management, LLC, Jon Sanchez and his team manage over $304 million in client assets (as of March 2024). With over 30 years of experience in the financial services industry, he is a veteran of the securities business. Jon focuses on the vast and complicated areas of retirement and wealth building by utilizing stock market investments, real estate, and small businesses.

  • Jason Gaunt, CFP®

    Jason Gaunt joined the Sanchez Wealth Management, LLC family as COO in January 2020. While originally from Northern California, Jason spent 22 years in Boston, MA working in trading at MFS, Jefferies, American Express, and LightKeeper Investments. He was most recently the Head of Trading and Portfolio Implementation for PanAgora Asset Management where he was responsible for the firm’s trading across equity, multi-asset, and alternative investment strategies. Jason Gaunt is a CERTIFIED FINANCIAL PLANNER™ practitioner. He also holds certifications in technical analysis and risk management.

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