Free Retirement Webinar
What Happens To Your 401k When You Retire?
Sign up for our FREE 30-minute webinar to learn about common retirement mistakes with financial advisor Greg Marchand.
A Retirement Webinar Series
Honest, Real Conversations
Let's be honest, financial webinars aren't always the most exciting. That's why we're taking a different approach. Join us for a casual conversation where we'll simplify important financial topics into practical, easy-to-understand ideas you can apply at any stage of life, whether you're building healthy financial habits or preparing for retirement.
Some of our upcoming conversations include:
- Understanding Social Security
- Making the Most of Your 401(k) Plans
- The Truth About Annuities
- Estate Planning Fundamentals
Roth Conversions
Watch Our Latest Epsiode
In this webinar, Greg will share practical ways to help make your money last throughout retirement, including strategies for retirement income, investing, maintaining cash reserves, and building greater financial independence.
About Greg Marchand
Greg Marchand has spent 36 years helping people figure out what to do with their money, especially as they get closer to retirement. After working with over 5,000 couples, he’s seen what works, what doesn’t, and where things tend to get confusing. His approach is simple: make things clear so you can move forward with confidence. Each webinar focuses on one topic he’s spent years helping clients navigate, all in a casual 30-minute conversation you can catch before you’ve finished your first cup of coffee.
Greg is a Retirement Income Certified Planner (RICP), a Registered Social Security Analyst (RSSA), a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (CHFC).
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