It goes without saying that 2020 was a challenging year and we were all ready for What’s Next in 2021. That is why we chose it as our theme for 2021. Of course, there were lots of big things on the horizon for the Nation and even the World but, we wanted to know What’s Next for you. We also wanted to help you to stay on top of What’s Next. We hosted events and posted materials throughout the year to help you tackle What’s Next.
Here is a sample of what we shared in 2021. Check back in 2022 for helpful updates as we embrace a new theme: Live Your Values
In 2021 we asked about your Goals and we helped you to keep on track. Even though 2021 is drawing to a close, are there new things on the horizon for you in 2022? Use this exercise to track goals in the new year Download our Goal Setting Exercise
We hosted Lunch & Learn Webinars to help you plan for What’s Next. Watch the replays below. This valuable information could help you in 2022.
What's Next: End of Year Tax Planning
What's Next: Your 401(k)
What's Next: Social Security
What's Next: Are You Ready to Retire?
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