Thinking about retiring before 59½? There's a gap most people don't plan for — the years between when you stop working and when the IRS lets you access retirement accounts penalty-free. In this 20-minute session, I'll break down two IRS-approved strategies to fund that gap — the Rule of 55 and 72(t) SEPP — and where people actually get them wrong.

Considering divorce or already in the process?
In this short, private session, Bill Davis, CDFA, covers what to gather before your first legal meeting, three costly financial mistakes people make early in divorce, and how a financial planner and attorney work together to protect you.
Given the sensitive nature of this topic, attendee identities are kept confidential — no one can see who else is on the call.