Pre-retirement Checklist

Retirement Roadmap

Sep 28 2023 • 25 mins

In this video, we discuss a handful of major points in our pre-retirement checklist to consider as you prepare for your own retirement.

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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants.  The aforementioned are affiliated companies.