This is the financial sandwich years. Retirement suddenly feels a whole lot closer. Kids may still need support. Parents may need more help. And somewhere in the middle of all of that, you’re supposed to make sure your own financial future is on track.
Join The Charlotte Ledger and Dyer & Company for a free conversation designed specifically for Gen X Charlotteans. We’ll bring together financial experts to break down the money questions you’re probably thinking about but might not know who to ask.
We’ll talk about:
How to tell whether you’re actually on track for retirement — and what to do if you’re not
Ways to make the most of your remaining working years, including catch-up savings strategies
When it may make sense to rethink your investment strategy as retirement gets closer
Roth conversions and other retirement-planning decisions worth understanding before you need to make them
How to balance your own financial future with the needs of children and aging parents
The financial and practical steps that come with helping a parent or navigating the loss of a loved one
The important documents and family conversations that can make life much easier when circumstances change
Have a question you’d like the panelists to answer? You can submit your question when you register or bring it to the event!
