
Community in Retirement
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.BE INFORMED OF UPCOMING EVENTS BY SIGNING UP FOR OUR NEWSLETTER: THE RETIRING WELL CONNECTION
TABLE OF CONTENTS
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FROM THE BLOG
Charlie Jordan, CPA, CFP®, CeFT®
Feb 8, 2022 10:19:37 AM
The Importance of a Social Network in Retirement and How to Build One
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Charlie Jordan, CPA, CFP®, CeFT®
Dec 2, 2021 2:23:58 PM
Elements of Retirement: Giving
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Charlie Jordan, CPA, CFP®, CeFT®
Oct 21, 2021 12:26:00 PM
Elements of Retirement: Work
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Chase Mouchet, CFP®, CIMA®
Mar 9, 2022 4:15:51 PM
Save Taxes with These 5 Common Expenses in Retirement
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Chase Mouchet, CFP®, CIMA®
Feb 8, 2022 10:59:25 AM
Four Takeaways from the Updated RMD Life Expectancy Tables
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Chase Mouchet, CFP®, CIMA®
Dec 1, 2021 2:30:00 PM
Keep These 9 Photos on Your Phone
Start Reading3 STEPS TO RETIRING WELL
- Schedule a 30-minute conversation.
- Have a listening session.
- Develop a custom plan.
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.