How Much Money Do I Need to Retire?

Date & Time

Wednesday, August 20, 2025 | 2:00 – 3:00 p.m. ET

Presented By

Join Kaitlin Yardley, CFP® Professional, presenting on behalf of National Institute of Transition Planning, Inc.

About the Webinar

Saving for retirement can feel overwhelming – especially when every paycheck is already stretched
thin. Wouldn’t it be helpful to know how much is truly enough? This helpful webinar will cover:

• Why there is no one-size-fits-all retirement number
• The origins and practical use of the 4% rule
• How to assess whether you’re on track for your ideal retirement
• Why investment choices matter more than you might think
• Whether paying off your mortgage early is the smartest move for you