Buckingham Advisors Slated Beyond Finances

Buckingham Advisors Hosts Free Educational Session on Non-Financial Aspects of Retirement Planning

Retirement planning is a crucial aspect of preparing for the future, but it’s not just about the numbers in your bank account. It’s also about the non-financial aspects that can make your retirement truly fulfilling and meaningful. That’s why Buckingham Advisors is hosting a free, educational session titled “A Meaningful Retirement: Beyond Finances” on June 6, 2024.

During this session, attendees will engage in exercises focused on non-financial retirement issues to help them avoid common pitfalls and mistakes during their transition to retirement. Whether you’re nearing retirement or have recently retired, this session is designed to help you create a plan that defines your work identity in retirement, ensures your time is meaningfully filled, keeps you relevant and connected, and promotes mental and physical activity.

It’s surprising to learn that approximately 65% of people do not include non-financial aspects in their retirement planning. While many pre-retirees make financial plans for retirement, only a fraction consider emotional and psychological preparation. This gap highlights the importance of addressing lifestyle changes, social engagement, and personal fulfillment in addition to financial security.

Marla Chambers, CPA, CFP®, CPRC, the session presenter, emphasizes the significance of non-financial considerations in retirement planning. Neglecting these aspects can lead to frustration and disappointment in retirement, as retirees may find themselves without the purpose they had hoped for.

This free, educational session is open to all who are interested in attending, with both in-person and virtual options available. Join Marla Chambers on Thursday, June 6, 2024, from 5:15 p.m. to 6:15 p.m. EDT for “A Meaningful Retirement: Beyond Finances.” Register now to secure your spot and gain valuable insights into holistic retirement planning.

Don’t miss this opportunity to learn from a seasoned financial planner and retirement coach who is dedicated to helping individuals make the most of their retirement years. Buckingham Advisors is committed to improving the lives of their clients by providing clarity, simplicity, and expert financial guidance.

Take the first step towards a fulfilling retirement by attending this session and gaining valuable insights into non-financial aspects of retirement planning. Register now and embark on the journey to a meaningful and purposeful retirement.

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