Broker Check
27 June
Retirement Beyond Financials


As a valued client, I’m continuously seeking ways to support you and your vision for the future.  In our work
together, you recognize the criticality of having your financial house in order, so your golden years are just
For those of you looking at or currently living in your retirement years, other factors beyond finances also need
attention. If we only look at our financial health, we overlook other important aspects of ourselves, such as our
social, mental, physical, and emotional health. Yet all this needs consideration to ensure the years ahead are
meaningful and fulfilling. 

I want to introduce you to Wendy Leggett, a certified professional and retirement life coach. She’s credentialed
with the Retirement Coaches Association and affiliated with the research-based Retirement Life Plan. Wendy is
passionate about creating a retirement by design, not default. She supports client well-being and fulfillment by
helping her clients develop their “beyond the financials” roadmap for a successful and meaningful transition into
their encore years. Wendy’s practice focuses on the non-financial aspects of retirement, and I’ve arranged for her to share her ABC methodology for “Retirement Beyond Financials” in a specially scheduled webinar.  

In this 1-hour interactive and informative session, Wendy will share ways to: 

  • Create AWARENESS around what’s possible in retirement. 
  • Achieve BALANCE so you can feel productive, purposeful & at peace.
  • CHOOSE what’s right for you so you can make retirement all you want it to be and more. 

While we hear so much about the freedom and fun that retirement brings, there’s little mention of the struggle that 1 in 3 individuals face due to loss of identity, social connections, and tangible signs of a productive life. I
want to make sure you’re not one of these individuals. I want to ensure that all the work we’re doing together so
you’re financially secure is supported by ways to ensure that your well-being is also secure. 

I hope you can join us for this very important information on “Retirement Beyond Financials.” Once you do you will be sent a Zoom link for the presentation.

Date and Time

Tue, Jun 27, 2023

5:30p - 6:30p PST




Event Registration

Thank you!

Error processing your request. Please try again at a later time.