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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:

  • Whether paying off your mortgage early is the smartest move for you
  • 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
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