A Judgment-Free Conversation About Retirement
Retirement can feel like a topic you're supposed to already understand but maybe you've got questions you've been sitting on for years, or you're just now starting to think about what "enough" actually looks like. We're here to talk about it. Financial Advocate Jennifer Yanez sits down with Financial Advisor, Bruce Tobin, to walk through it together.
This SMARTChats session is designed to help you with:
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The basics everyone wishes someone had explained sooner, like how much is actually "enough" and where to start
- How to navigate real-life situations, like switching jobs, starting late, or transitioning into retirement with everything else on your plate
- Live Q&A, so you can get your specific questions answered
Date: Tuesday, September 29th, 2026
time: 11:00am PT/2:00pm ET
Please reach out to our Financial Advocate team if you have any questions.
First time registering? Please fill out the form below. If you have already registered, click here.