2023 Last Chance Financial Planning Checklist-Replay

2023 Last Chance Financial Planning Checklist-Replay

November 28, 2023 11:30 AM
November 28, 2023 12:00 PM

With 2023 rapidly coming to a close, now is a great time to review all events in your financial life that have occurred in the past 11 months, and look at remaining opportunities that close at year's end.  Watch the replay of this webinar, hosted by Bill Bush of Horizon Financial Group as he walks you through Your 2023 Last-Chance Financial Planning Checklist.

Topics on the checklist to be reviewed:

  1. Taxes
  2. Retirement
  3. Investments
  4. Insurance
  5. Milestones
  6. Health
  7. Changes
  8. Family

Please download these handouts mentioned in the presentation:

2023 Last-Chance Financial Planning Checklist

2023 Key Financial Data Reference Chart

These resources are also mentioned in the webinar:

The Runway Decade: Building a Pre-Retirement Flight Plan in Your Fifties

Your Expansion Passport® (for ages 45 and younger)

Your Walkaway Passport® (for ages over 45)