Webinar

Hot Topic Webinar: Gearing Up for Retirement

Tuesday, August 26 at 12:00 – 1:00 PM CT

Retirement planning isn’t just about a number—it’s about timing, strategy, and making the right moves at the right moments.

In this live session, Jon Meyer, CFP®, will break down how to prepare for retirement, whether you’re 10 years out, five years away, or in the final countdown. You’ll walk away with actionable steps to move confidently toward the retirement you’ve envisioned. Join us on August 26 for a clear roadmap to help you make smart, informed decisions in the decade leading up to your retirement.

During this webinar, we’ll cover a variety of topics, including:

  • Important financial moves to make 10, 5, and 1 year before retirement
  • How to approach Social Security, Medicare, and long-term care
  • Strategies for adjusting your portfolio as retirement nears
  • How to stay on track in your first year of retirement

Who Should Attend

This webinar is designed for couples and individuals who:

  • Are within 10 years of retirement and want action steps
  • Need to optimize Social Security, tax, and investment decisions
  • Want to align their finances with their long-term lifestyle goals

 

Presenters:

Jon T. Meyer, CFP®

Principal, President, BGM Wealth Management Group

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) 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.