Webinar

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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.

 

  • December 2, 2021
  • 2:00 PM ET/11:00 AM PT
What Will You Learn?

GW & Wade’s Women & Wealth Co-Lead, Meg Welborn, JD will be 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 will outline 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

We invite you to share the invitation with your friends, family, and colleagues. We hope you can attend this live webinar on Thursday, December 2nd.

Presented by:
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Meg Welborn, JD - GW & Wade, LLC
Counselor and Women & Wealth Co-Lead

Meg Welborn, JD joined GW & Wade in 2009 specializing in tax and estate planning, financial counseling and investment management as well as serving as a co-lead in GW & Wade’s Women & Wealth program. She is also a member of the firm’s Investment Committee. 

Prior to joining GW & Wade, Meg was a corporate attorney at Charles Schwab in San Francisco and a senior tax associate at PwC (Coopers Lybrand). 

Meg is a 2-year recipient of Boston Magazine’s “FIVE STAR Wealth Manager Award”. Please see our awards and recognitions disclosure at https://www.gwwade.com/disclosures.

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John Diehl, CFP®, CLU®, ChFC® - Hartfold Funds
Senior Vice President, Applied Insights

John Diehl, CFP®, CLU®, ChFC® has been with The Hartford and Hartford Funds for more than 30 years. As Senior Vice President of Applied Insights, John leads Hartford Funds’ research efforts with the MIT AgeLab as well as other thought leaders. He oversees a team of industry experts who translate this research into actionable ideas for financial professionals and their clients across the U.S. John’s views on the future of retirement planning have been published in the Wall Street Journal, Financial Planning magazine, and other publications, and he’s been a featured guest on CNBC and Bloomberg Television.

Disclosures



Investment advisory services offered through GW & Wade, LLC.

This information is general and educational in nature and should not be considered investment, 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. All other inquiries, including any inquiry concerning a potential advisory relationship with GW & Wade, should be directed to:

Laurie Wexler Gerber, Director of Marketing
GW & Wade, LLC
781-239-1188
lgerber@gwwade.com