Retirement Planning Webinar Series

You are invited to attend a special Be Ready to Retire webinar series presented by Transamerica specifically for those who are nearing retirement or age 55+. You need to plan for all aspects of your retirement in order to be fully prepared. This webinar series offers critical information into several areas that are each critical to a successful, sustainable plan for the transition to and through retirement. This five-part series will cover the following topics that are key to a successful retirement: 

Get Ready to Retire 

  •  April 9, 2021 | 10 AM | This session will cover the key areas to consider as retirement approaches: lifestyle, investments, income, healthcare, and legacy.

 Guide to Social Security

  •  April 19, 2021 | 11 AM | This session takes a deep dive into the various claiming strategies and helps participants start to think about which strategy may help them optimize this important benefit.

Guide to Medicare

  • April 29, 2021 | 10 AM | This session teaches the "A, B, C, Ds" of Medicare and encourages participants to think about how they will address their healthcare coverage in retirement. 

Guide to Retirement Income Planning

  • May 4, 2021 | 10 AM | This session draws attention to the importance of creating a sustainable income plan for retirement, outlining the many different distribution strategies available.

Life and Legacy

  • May 7, 2021 | 10 AM | This session explains estate planning best practices and how to put a plan in place.


When: Beginning April 9, 2021
Where: Online Webinar
Speaker: Ronee Dakin, Retirement Plan Consultant, CEBS, CRPC

Registrants will receive the Zoom link for the webinar one hour prior to the start of the sessions.

 

Ronee Dakin

Ronee Dakin has over 29 years of experience in the financial services industry. She uses this experience to help participants develop a retirement strategy to assist them in pursuing their retirement goals. Ronee is a registered representative with Transamerica Investors Securities Corporation (TISC), and an Investments Advisor Representative with Transamerica Retirement Advisors, LLC (TRA).