Am I on track? It’s the question every upcoming retiree asks. Once you’re retired, it becomes “Am I still OK?” Learn how to answer both questions with data instead of guesswork, using the same tests we run on our clients’ plans.
Free Webinar
3 Metrics Tell You If Your Retirement Plan Works
Hosted by Dana Anspach
CFP®, RMA®, Kolbe Certified™ Consultant
Founder & CEO
Webinar Details
Thursday, January 21, 2027
9:00 AM - 10:30 AM PT
What We'll Cover
- Fundedness: do you have enough set aside for the income you need?
- Historical audit: how your plan would have held up in past markets back to 1927
- Monte Carlo: what the probability numbers mean, and what they don't
- Bonus: the Critical Path®, one number to check each year
- What to do if your plan falls off track
Reserve Your Spot
Included with your registration, you’ll receive free monthly financial tips and insights.
Unsubscribe at any time.