This year, 401(k) Day falls on September 5. To celebrate, I am offering a free workbook for those who can see retirement in the future, but don’t yet know what it looks like. This workbook can help you see the full retirement picture and guide you through it. It includes four important areas of reflection: life planning, health and wellness, values and legacy and financial planning.
For each aspect of your plan, we have questions and activities to help you define what success in modern midlife looks like to you. Download the workbook and fill it out yourself and, for even greater insight, have your spouse or partner do the same and compare the results. It’s a great way to start important conversations, together as a couple and with a financial professional.
Save the Date
Be sure to sign up for our free Zoom webinar this fall, “What Should I Invest In?” Join our discussion on what types of investments are available to obtain your retirement goals. Here’s more information:
West End Advisory Group Presents
What Should I Invest In? Webinar
November 5, 2025
12:00pm – 12:45pm CST