During your working years (or what we call the “accumulation phase” of life), you’re earning a paycheck, saving for the future, and building your assets.

During retirement (or the “distribution phase”), everything changes. You’re no longer earning a paycheck or saving for the future because that future is here!

You’ll be tasked with the challenge of withdrawing from your savings—but having your savings grow at the same time. You’ll also have to think about your finances in new, unfamiliar ways. In this educational class, learn the nine major considerations to consider before and as you enter retirement.