8 Risks in the Retirement Red Zone - by Richard Hill President, Compass Financial Group

When:  Mar 14, 2026 from 10:00 to 12:00 (ET)
Associated with  AAII Research Triangle Chapter

Retirement is an exciting milestone — but without a thoughtful plan, it can bring unexpected financial challenges. Too often, people enter this next chapter unprepared, leading to stress instead of enjoyment.

This practical, actionable workshop will help you lay the foundation for a smoother, more confident transition into retirement.

You'll learn how to:

  • Assess your retirement readiness and understand where you stand financially
  • Build a personalized strategy for shifting from saving to generating reliable income
  • Break down your retirement expenses into essential, lifestyle, and emergency categories
  • Explore seven potential income sources you can tap into during retirement
  • Identify five key strategies to close any gaps if your retirement savings fall short

A successful retirement doesn't happen by chance — it happens by preparation. Take control of your financial future and start your retirement journey with clarity, confidence, and a solid plan in place.

Location

Fairmont United Methodist Church
2501 Clark Avenue
Raleigh, NC 27607
Online Instructions:
Url: https://aaii-research-triangle.square.site/
Login: For webinar access, purchase a ticket from our chapter's Square account. You will receive an email with the Zoom registration link. Register with Zoom to receive a reminder email. On the day of the meeting, login to Zoom at least 10 minutes before the start time.