Total Credits: 1.0 Self Study
Recording available after original program date, 12/6/2022
The goal of this presentation is to get you thinking about the financial and psychological components of retirement. We will discuss financial considerations of retirement along with the mindset of retirement. Many successful people fail at retirement because it is hard to transition from working 50+ hours each week to having an overabundance of time on your hands. What will you do to stay mentally and physically active in retirement? What is important to you – money, family, health, community, etc.? How does this all come together to allow you to achieve your version of retirement?
What you will learn:
• Financial Considerations: Have you saved enough to live your lifestyle in retirement? If not, what changes are you willing to accept to be able to retire? Do you know how much money it will take to achieve your retirement goals?
• Psychological Considerations: Who are you outside of the office? What do you like to do – hobbies, volunteer opportunities, second career opportunities, etc. What does your ideal transition into the next chapter of your life look like?
Speaker: Adam Goldstein, IFG Advisors LLC, St. Louis
Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.
| Planning for Financial Success - Late-Career (790 KB) | Available after Purchase | ||
Adam Goldstein is an Advisor with IFG Advisors and brings a wealth of expertise to advise his clients. His practice is primarily comprised of dentists, doctors, and business owners where he provides guidance through a deep understanding of their needs. Adam regularly engages with clients to uncover their concerns and identify their goals to develop creative solutions that match their vision. It is through this goals-based planning process that Adam helps his clients develop their professional and personal vision of financial success.
In addition to holding the designation of a CERTIFIED FINANCIAL PLANNERTM professional, Adam earned his juris doctorate from Saint Louis University School of Law. He also holds a Master of Laws in Taxation from Washington University in St. Louis.
With his free time, Adam exercises his passion for being involved in the community where he currently serves on the board of JFS in St. Louis as the Treasurer, and is a past board member of Angels’ Arms. Adam also enjoys spending time with his wife, two children and dog, cycling and coaching his son’s baseball team.
