“Retirement Planning Basics” – a webinar with Ben Gurwitz ’02, CFP, wealth manager at Financial Life Advisors in San Antonio

Join the conversation to learn more about retirement planning and:
• How to prepare for the emotional transition into retirement
• Social Security claiming considerations
• The importance of a distribution strategy in retirement
• Mortgages in retirement, paying them off, and reverse mortgages
• Planning for incapacity and death and estate documents to consider

Learn more about Trinity University the, “#1 Best Value University”: https://www.trinity.edu/


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