Join us for a dynamic case study on achieving financial independence early. We’ll walk through the strategies that allowed one household to retire before age 59½—and how you can adapt the same principles.
You’ll learn:
How to structure investments for early-access income
Ways to navigate penalties and early withdrawal rules
The role of taxable, tax-deferred, and tax-free accounts
How to manage healthcare before Medicare
Strategies to maintain sustainability over a long retirement
If early retirement is your goal, this session gives you a blueprint grounded in real numbers.
