Building Your Retirement Roadmap: Planning for What’s Next
Wednesday, September 24, 2025
6:00 PM - 7:00 PM (EDT)
Webinar insights for exiting your practice and securing the future you’ve worked hard to build
We’re glad you’re joining us for the third webinar session in our quarterly webinar series. Whether you’re years away from retirement or just starting to plan your exit, this session is designed to help you take control of what comes next.
Our presenters will walk you through key considerations, such as developing a succession strategy, financial planning for retirement, and giving back through philanthropy — along with tips on avoiding common mistakes that can derail even the best-laid plans.
Register now to secure your spot!
Date
Wednesday, September 24, 2025
Time
6:00 PM - 7:00 PM (EDT)
Agenda
This 60-minute webinar includes engaging insights and practical takeaways to help you retire with confidence.
- Session: Building Your Retirement Roadmap
Presented by Allan Broudno and Hayley Mascheck
Topics include:- Choosing your exit strategy
- Building your retirement financial plan
- Creating impact through philanthropy
- Common missteps and how to avoid them
- Q&A
Location
Virtual – Microsoft Teams
