Retirement is one of life’s biggest decisions—and it can feel overwhelming.
How do you know when the time is right? Where do you start? Who can you trust to help guide you through the process?

Join us for an informative Dinner Q&A led by Shawn McElderry, a seasoned Wealth Manager with over 25 years of experience assisting employees in navigating their retirement journey. Shawn and his team understand that every situation is personal, and a one-size-fits-all approach just doesn’t work.

“After working with hundreds of individuals over the years, I’ve learned how crucial it is to listen and tailor a retirement strategy that fits your life—not someone else’s. While friends and family mean well, their advice may not tie into your unique situation. Bring them along if you’d like—they can be an advocate and part of the process.”
— Shawn McElderry, CEO/Wealth Manager
 
What You’ll Learn:

What to consider if you recently received an Enhanced Benefit Package?
When is the optimal time to start taking Social Security income?
How to access retirement income before age 59½ without penalties?
What to look for when choosing a Financial Advisor?
Common mistakes when signing up for medical benefits.
What to do with your 401(k)—especially if you're leaving soon.
Can a 401(k)-loan delay or derail your retirement?
How the political landscape might impact your retirement strategy
Lump Sum vs. Annuity: Which option is best for you?
We’ll wrap up with a live Q&A session, so bring your questions!

 
We look forward to seeing you soon!