COMING SOON - EVENTS & WEBINARS

We are working hard to bring you in-person events and webinars. Due to rising cases of COVID-19, our organization has determined it is not safe to gather in person. Please check back in 2022.

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Meet the Retiring Well Specialists

CHARLIE JORDAN, CPA, CFP^®, CEFT^®Practice Area Leader, Retiring Well | Lead Advisor
Charlie's passion for integrating retirement, estate, and charitable giving strategies provides his clients with enhanced clarity and purpose for their wealth.

CHASE MOUCHET, CFP^®, CIMA^®
Wealth Advisor
Chase brings thoughtful listening and planning skills and a devotion to maximizing the impact of wealth for our clients.

Community in Retirement

COMING SOON - EVENTS & WEBINARS

BE INFORMED OF UPCOMING EVENTS BY SIGNING UP FOR OUR NEWSLETTER: THE RETIRING WELL CONNECTION

TABLE OF CONTENTS

FROM THE BLOG

The Importance of a Social Network in Retirement and How to Build One

Elements of Retirement: Giving

Elements of Retirement: Work

Save Taxes with These 5 Common Expenses in Retirement

Four Takeaways from the Updated RMD Life Expectancy Tables

Keep These 9 Photos on Your Phone

3 STEPS TO RETIRING WELL

Have questions? Want to learn more about our team?