Presentation Recap: Retirement Income 2024

For this week’s note we wanted to provide a recap of our recent in-person seminar "Retirement Income 2024."

Access the Presentation and Seminar Videos:

1. Presentation Slides: You can view and download the presentation slides by clicking on the following link: Retirement Income 2024 Presentation

2. Seminar Videos: We didn’t record the seminar itself, but for those that couldn’t attend, I recorded several videos reviewing each of the slides. You can access these videos by clicking on the following links:

   • Video 1 – Interest Rates, Inflation, and Investment Opportunities

   • Video 2 – Equity Markets and Outlook for the Year Ahead

   • Video 3 – The Psychology of Staying Invested

If you have any questions or would like to discuss any of the topics in more detail, please feel free to reach out. As always, we are more than happy to help.