5 Mistakes to Avoid

Can simple estate mistakes and overlooked retirement obstacles jeopardize your hard-earned legacy—or will thoughtful planning empower your future? Join Andrew McNair and Kelli Dahm as they unravel the five fundamental retirement pitfalls, from runaway healthcare costs to failing to diversify investments. Learn how even generous savers can bypass costly blunders and forge a plan built to last. Discover clear, practical advice—plus essential questions every retiree should ask about wealth, estate, and family stewardship—because in retirement, wisdom and preparation matter more than luck.The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on.https://swan-capital.com/attend-an-event/