By Tyler Bartlett, Director of Wealth Management AEP®, AIF®, AWMA®, ChFC®, CFP®
Published On 04/17/2020
Our team at Merriman has been diligently following COVID-19 pandemic updates across the world and in our own communities.
We have also been hearing lots of questions from clients, prospects, friends, and family.
Can I still retire or stay retired? Am I still able to relocate as I had planned? Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?
If you are worried about some of these things too, I have good news.
We have partnered with America’s Retirement Forum (a nationwide non-profit dedicated to providing financial education to adults) to organize a webinar that can help.
Why trust me?
I am the Director of Advisory Services at Merriman Wealth Management and an instructor through America’s Retirement Forum. I have been helping people transition into and navigate retirement for over 20 years, and Merriman has been in the business of educating investors since our founding by Paul Merriman in 1983.
In this webinar I’ll discuss:
- The short and long-term impacts of the COVID-19 pandemic on the economy
- Why this recession may be different from what you have lived through before
- 5 specific steps designed to protect and maximize your retirement income in the middle of a pandemic (yes, you can implement them yourself)
- 6 strategies and issues to discuss with your advisor
In this time of worry, false information, and uncertainty, make the choice to spend some of your time learning about what you can do to retire well. And the best part is that you don’t have to put your health at risk or leave the house. All you need is 30 minutes and an internet connection to watch this free webinar.
Don’t delay: Some of the strategies discussed in the webinar are time-sensitive. I would hate for you to miss an opportunity or to take action without having all the facts. We want to help you avoid mistakes and take the proper steps toward securing your financial future.
Stay home, be well, and use this unprecedented time to get informed. Feel free to reach out with any questions.
P.S. Don't LET YOUR FRIENDS MISS OUT. Share this article:
By Tyler Bartlett, Director of Wealth Management AEP®, AIF®, AWMA®, ChFC®, CFP®
Tyler has been working as an advisor for over 20 years and now serves as our Director of Wealth Management, ensuring our team of advisors has the guidance and support to provide the best possible service for our clients. As someone who knows firsthand how difficult it can be to find the help you need during challenging times, his goal is for Merriman to be your trusted partner.
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