Free Retirement Webinar
Understanding Social Security
Sign up for our FREE 30-minute webinar to learn about financial literacy and 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
Lessons from 5,000 Couples
Watch Our Latest Epsiode
In this episode, you'll learn why getting to retirement is only part of the challenge and what it takes to make your money last once you're there. Greg shares practical insights on retirement income, investing, cash reserves, and achieving 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).
Explore Other Topics
4 Ways to Automate Your Finances
Automating your finances can help you save time and money - here are four ideas.
View
Getting Your Financial House in Order: Examining Your Relationship with Money
Everyone has a relationship with money—what’s yours?
View
6 Reasons to Work with a Financial Professional
Here are six reasons to work with a financial professional no matter what life stage you’re in.
View