About The Webinar

Going through a career change, whether by choice or forced, could lead to worry and sleepless nights about its impact on your retirement plan.

If this sounds like you, join us for an insightful webinar where we delve into the intricacies of navigating a career transition while safeguarding your financial future. In this session, our Managing Partner and Investment Advisor Representative, Sean P. Lee, MSFS, will provide valuable guidance on assessing the implications of a career shift on your retirement savings, strategizing to maintain financial stability during the transition period, and optimizing your retirement plan to align with your new career goals.

Whether you're considering a shift in industries, pursuing entrepreneurship, or exploring a completely different career path, this webinar will equip you with practical advice and actionable steps to ensure a smooth transition without compromising your retirement aspirations. Don't miss this opportunity to gain invaluable insights and make informed decisions about your career and retirement journey.

​​​​​​​Register now to secure your spot!