Investments | December 8, 2021

The New Retirement Story Webinar

by  Laurie Wexler Gerber, MBA, GW & Wade Director of Marketing

The recording of our webinar on The New Retirement Story is now available

Most retirement plans are created with one goal: to reach a savings target by the time they reach retirement age. As lifespans continue to increase, retirement could be 20 years or more. No longer is retirement an end but a new, complex stage of life.

Your retirement plan needs to be about more than just reaching retirement—it also has to be about everything that comes next.

Over the years, GW & Wade has helped countless retirees financially prepare for the next chapter in their lives, and in our upcoming webinar, we will outline the non-financial considerations that can impact the quality of your retirement.

On December 2, 2021, GW & Wade’s Women & Wealth Co-Lead, Meg Welborn, JD was joined by John Diehl, CFP®, CLU®, ChFC®, Senior Vice President of Applied Insights at Hartford Funds. Drawing on the MIT AgeLab's research on lifespan and longevity trends, John outlined what you should think about when preparing for retirement, including:

  • The four phases of retirement (and how to plan for each)
  • Why bringing your children into the planning process is so important
  • The “longevity paradox”: what it is and why it matters
  • How to adjust to life changes in retirement

Please view the webinar recording below. If you have any questions about the information covered or would like to learn more about working with GW & Wade, we invite you to connect with our team at

The webinar information is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change. Information is as of the date of publication. GW & Wade cannot guarantee that this information is accurate, complete, or timely. We make no warranties with regard to such information or results obtained by its use. Always consult an attorney or tax professional regarding your specific situation. Clients of the firm who have specific questions should contact the GW & Wade Counselor with whom they regularly work.


Laurie Wexler Gerber, MBA, GW & Wade Director of Marketing


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