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  • Retirement Planning: Preparing for Your Future

    Retirement planning is about more than choosing when to stop working—it’s about building a financial strategy that supports the future you want. Join us for a free webinar featuring Jessica as she shares practical guidance to help you better understand retirement planning and take meaningful steps toward long-term financial confidence.

    Event Details
    Wednesday, October 28th
    7:00 PM Eastern
    6:00 PM Central
    5:00 PM Mountain
    4:00 PM Pacific
    Featuring
    Jessica
    Financial Design Agency

    Jessica joined Financial Design Agency in 2004 and specializes in retirement plans and wealth management. She works with businesses and individuals to develop results-driven strategies focused on thoughtful planning, financial wellness, and long-term success.

    Her work includes retirement plan guidance, plan design support, due diligence, and wealth management strategies. Jessica’s approach centers on helping clients better understand their options and make informed decisions about their financial futures.

    Jessica earned her Bachelor of Science degree from Otterbein University and brings more than two decades of experience to her work with individuals and businesses.

    Format
    Educational | Non-product
    What You'll Learn
    • Why it’s never too early—or too late—to start planning for retirement
    • Key factors to consider when building a retirement strategy
    • How saving and investing can support your long-term goals
    • Common retirement planning mistakes to avoid
    • Practical steps you can take today to prepare for your future
    Who This Is For
    • Anyone who wants to better understand retirement planning
    • Individuals at any stage of their retirement journey
    • Members looking to build greater confidence in their financial future

    Come ready to learn, ask questions, and take the next step toward preparing for the retirement you want.

     

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