Description
Retirement isn’t an end—it’s a new beginning. With Americans now spending up to one-third of their lives in retirement, planning for those 8,000 days is more essential than ever. Join us for an insightful webinar exploring a new framework for retirement, based on research from the MIT AgeLab. In this session, we’ll cover:
🧭 The Four Phases of Retirement—how life evolves after full-time work ends
💡 The decisions retirees face around housing, purpose, caregiving, and social connection
📊 The longevity paradox: planning for independence over decades, not years
🤝 How to make confident financial and lifestyle choices with help from your advisor
Whether you're planning for retirement or guiding someone through it, this session offers tools and perspective to navigate every stage of the journey. Reserve your spot today!
Date and Time
Wed, Dec 10, 2025
12:00p - 1:00p EST
Location
Webinar
Note
Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), a Chartered Retirement Plans Specialist (CRPS®), and a Nonqualified Plan Consultant (NQPC™). He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.