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Insightful Webinar – Moving Beyond Someday Retirement Planning

Learn how to assess your retirement readiness and make the most of the final years leading up to retirement.

This webinar will help employees shift from someday planning to intentional preparation. Participants will learn how to evaluate their retirement readiness, estimate future income needs, understand key timing decisions, and prepare for the transition from working income to retirement income. The session is designed to help employees use the final decade before retirement with purpose, clarity, and confidence.

Date: Wednesday, August 18, 2027

Time: 1:00 PM ET

Have questions? Need help? Call the CAPTRUST at Work Desk at 800.967.9948, or schedule an appointment with a retirement counselor today.

Legal Notice

This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.