Hosted by Jason Duffaut, CFP®, CAP®, CPFA®, CExP®, Kenneth Hamilton, CFP®, RICP®, CDFA®, and Matt Donaghue, CFP®, CLU®, RICP®, CLTC®, this essential Mission Financial Planners webinar dives deep into the seven major transitions that nearly every baby boomer will face—and how to prepare for them.

From caring for aging parents to navigating Medicare and managing multiple income sources in retirement, this conversation is not just about money—it’s about your life, your legacy, and your long-term independence. The team will also break down key milestone birthdays—like ages 59½, 65, and 73—and explain how they trigger important tax and investment decisions.

In this session, you’ll gain clarity on:

• Long-term care and estate planning strategies for your parents—and yourself
• Social Security and Medicare timing considerations
• Income distribution from IRAs and retirement accounts
• How to coordinate healthcare, taxes, and investments in the final third of life
• Steps to avoid mistakes at critical birthdays like 62, 65, and 73

This is retirement planning with eyes wide open—practical, personal, and proactive.