2026 Retirement readiness 

Join us in person to hear about the latest economic and investment trends in building and transitioning your hard work into a retirement that supports your lifestyle and legacy, including business succession. We will also cover how your legacy is impacted by estate planning challenges. 

Topics covered:

• General Economic Update
• Investment Myths
• Social Security Baseline
• Income Distribution Strategies
• Life Cycles: GoGo, SlowGo, NoGo years
• Outcomes-Dying Without Estate Plan
• The Difference Between Will & Trust
• Real Estate Assets After Death
• Emergency Planning & Incapacity ng

This session brings together legal and financial insights with practical guidance on building a team of professionals who can help you navigate challenges and deliver coordinated solutions.

^{*Rachel Sheikh with RBS law is not affiliated or registered with Cetera Wealth Services LLC or North Star Resource Group. Any information provided by Rachel Sheikh is in no way related to Cetera Wealth Services LLC or its registered representatives.}