2025 Year-End Retirement Checklist Webinar Series

As the new year approaches, this is the perfect time to get organized and position yourself for financial success in 2025 and beyond. Join Tony Jackson "The Real Money Coach" and the Generational Wealth Alliance for a powerful three-part December series designed to help you review, refine, and strengthen every area of your retirement plan.

Hosted by Dr. George C. Fraser, Janice L. Leek , and Tony Jackson , this series will walk you step-by-step through the essential items every retiree—or future retiree—should evaluate before closing out the year.

During these sessions, you’ll learn how to:

• Review and optimize your tax strategies before year-end
• Update your savings, investment, and retirement income plans
• Ensure your insurance, healthcare, and long-term care needs are properly covered
• Protect your family with updated legacy and estate planning documents
• Step into the new year with clarity, confidence, and control

December Webinar Dates - 7 PM ET

• Thursday, December 4th - Tax Strategy

• Thursday, December 11th - Portfolio Planning

• Thursday, December 18th - Legacy Planning

Start the new year strong—with a retirement plan that works for you. Join us for this educational and inspiring series!