Getting Your Ducks in a Row : Planning for Retirement

Getting Your Ducks in a Row : Planning for Retirement

Plan the retirement you deserve! Join us for tips on saving, healthcare, Social Security, and more—at any stage of your journey. (FREE)

By Milestone Moves Realty @ KW Legacy

Date and time

Friday, May 30 · 10 - 11:30am EDT

Location

Keller Williams Legacy Apex

1483 Beaver Creek Commons Drive Apex, NC 27502

About this event

  • Event lasts 1 hour 30 minutes
  • Free venue parking

🧠 OVERVIEW

Are you prepared for the retirement you deserve?
Join us for a free informative session covering financial planning, healthcare, Social Security, estate preparation, and more. Whether you're decades away or nearing retirement, you'll leave with clear, practical steps.


WHAT YOU’LL LEARN

  • Estimating retirement needs
  • Creating a financial plan
  • Understanding 401(k)s, IRAs & pensions
  • Social Security strategies
  • Healthcare & Medicare planning
  • Estate planning basics
  • Avoiding common mistakes


ABOUT OUR SPEAKERS:

RICHARD HILL

Richard is the President and a Lead Advisor at Compass Financial Group, where he focuses exclusively on helping individuals and couples through the transition into retirement. His work goes beyond the numbers—he supports clients through the financial, emotional, and lifestyle changes that come with this new phase of life.

Whether it’s creating a reliable income plan, finding tax-efficient strategies, or making thoughtful decisions around healthcare and housing, Richard’s goal is to help each client retire with clarity and live with confidence.

KYLE FRIZZELLE

Kyle is a Partner and Attorney at NC Planning, where he leads the firm’s Estate Planning practice with a focus on delivering clear, client-centered solutions. Whether guiding families through complex trusts or reviewing a simple Will, Kyle ensures every step is understandable and aligned with his clients’ goals. He is committed to making the estate planning process approachable, effective, and tailored to each client’s unique needs.

Frequently asked questions

Who should attend?

Are you in your 50s or 60sand getting close to retirement or starting the paperwork process. This is for YOU!!!

Can I bring a spouse, friend or child?

YES!!! If you sign up and bring someone with you, you will be added to a drawing for a gift card for each person you bring

Tags

Organized by

Milestone Moves Realty @ KW Legacy

Milestone Moves Realty is dedicated to guiding seniors and their families through every step of the downsizing journey. With compassion and expertise, we help make transitions smoother—whether it’s moving to a smaller home or a senior living community. Our mission is to educate older adults on the many aspects of this life stage, from real estate decisions to lifestyle changes, ensuring they feel informed, empowered, and supported throughout the process.