Broker Check
27 Feb
Private Briefing: The Psychology of Retirement

Description

Join us on Thursday, February 27th at 12:00pm PT to hear Luke Yengo, financial planner, discuss the psychology of retirement. During this briefing, Luke will review the following which will either assist you in preparing for your retirement years or will help you structure your current retirement life to maximize the fulfillment you receive.

  • He’ll cover:The Reasons & Timing for Retirement, and the questions you should be asking yourself prior to making the change
  • The Styles of Retirement, and the benefits and negatives of each
  • Issues Faced while in Retirement, and the strategies to help overcome the “retirement blues”
  • Tips and Guidance you can implement on a day-to-day basis to best utilize your free time while retired

Luke’s work focuses on blending both financial planning and behavioral finance, to ensure that those he works with are not only prepared for the future financially but also from a psychological perspective. Luke has worked in the financial planning industry his entire working life, received degrees in economics and finance from the Darla Moore School of Business, and prides himself in his education-first approach to planning.

We hope to see you there, sign up to receive the Zoom webinar details.

Date and Time

Thu, Feb 27, 2025

12:00p - 1:00p PST

Location

Zoom Webinar

PT1H

Event Registration

Will you be able to attend this event?