Post-Summit Learnshop #3 | Retire Well: How to Align Finances, Life, and Health for Your Post-Career Pursuits

Great News!! The inspiration, curiosity, and growth you experienced on April 22 at the 2022 Midwest Leadership Summit will continue! Join us in May, June, July and August for continued conversations with some of your favorite speakers (and some new) for Central Exchange's Post-Summit Learnshops.

During the afternoon keynote from the 2022 Summit, we found out that, on average, most women retire with account balances 30 percent lower than men. It makes a girl wonder: Am I on track for retirement? One of the top reasons someone hires a financial planner is to answer this very question. You can be 30 or 65 and have this same question – we see it all the time.
 
What will retirement look like?  What will you do each and every day?  Desire something beyond golfing in retirement?  What if you want to keep working but you want to know you don’t have to work for the money anymore?
 
In this presentation, we will focus on what it looks like to retire well and how to customize your retirement to YOU.  This presentation will go beyond the numbers and explore what it looks like to engage in planning for your retirement much like you have planned for your career. We will explore the benefits, both economic and lifestyle, that your work provides you, and how to continue these benefits into retirement.  Whether you are just starting to think about it, not sure you will ever quit working, or approaching retirement in the next few years, there is something in this presentation for you.  
 
Join us for a fresh perspective on this thing called Retirement and how you can make it personal to you. One attendee will receive an hour-long 1:1 session with Jessi to explore your unique life’s journey.
 

Jessi Chadd, CFP®, CeFT® enjoys opportunities to help others in her role as Chief Wealth Officer at Aspyre Wealth Partners®. She enjoys helping clients understand their goals and also the motivations and intentions behind these goals. Jessi works with clients to take their goals and make them a reality through actionable plans and consistent accountability. She finds it truly rewarding to help clients live the best life available to them and get specific on what that means. Jessi also finds it rewarding to walk alongside others as they manage the transitions that come with living a full life. Whether it is a job promotion, death of a loved one, cross country move, or starting a family, Jessi likes being the person that you can call upon for that plan of attack and a listening ear. Life transitions are a gift if they are viewed that way and Jessi likes to empower and guide individuals through these valleys in life to find the lessons and growth that comes from these times.