Financial Considerations in Your 50s

Are you making the most of your peak earning years? Your 50s are a pivotal decade for catching up on savings, protecting your family, and setting the stage for retirement. Join us to build a plan that works as hard as you do.

You'll learn how to:

• Take advantage of 2026 catch-up contribution limits and SECURE 2.0 changes
• Plan for healthcare costs before Medicare eligibility begins
• Balance competing priorities, from aging parents to your kids' college costs
• Put key estate planning documents and beneficiary designations in place
• Avoid common financial pitfalls that can derail your retirement timeline

Take stock, take action, and head into retirement with confidence.