Thriving in Retirement:

Retirement Beyond the Financials

Did you know that as many as 50% of pre-retirees do not feel mentally or socially prepared for retirement, and one in three retirees struggles with the transition? Are you among this group, unsure about the next steps in preparing for retirement beyond your finances?

Tune into our fireside chat with Wende Headley, CFP®, MBA, CDFA®, of Quantum Financial Advisors, and Wendy Leggett, PCC of Conflux Retirement Coaching, as they discuss real-life strategies for business owners and executives like you to prepare to thrive in retirement.

In this webinar, you’ll learn:

  • Actionable steps to enhance your mental and social readiness in retirement

  • Expert guidance on designing a retirement that aligns with your goals and values

  • Practical tips for navigating the challenges and opportunities in this new chapter

DISCLOSURE: Quantum Financial Advisors, LLC (“Quantum”) is an SEC registered investment adviser with its principal place of business in the State of California. Quantum may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. The article is for educational purposes only; and contains the opinions of the author, which are subject to change, and should not be considered or interpreted as a recommendation to participate in any particular trading strategy or deemed to provide investment recommendations, and it should not be relied on as such. Any subsequent, direct communication by Quantum with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Quantum, please contact us or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

Investments involve risk and, unless otherwise stated, are not guaranteed. The Information was based on sources we deem to be reliable, but we make no representations as to its accuracy. Past performance is not indicative of future results. Readers of this information should consult their own financial advisor, lawyer, accountant, or other advisor before making any financial decision.