JOIN US FOR A FREE VIRTUAL WORKSHOP
JOIN US FOR A FREE VIRTUAL WORKSHOP
Navigate Retirement with Confidence
You've worked hard for decades planning and saving. Still, the nagging question remains: "Will it be enough?"
Join host Michael Hakoun and the Ledyard Financial Advisors team for an immersive, 5-day virtual workshop that transforms retirement uncertainty into unshakeable confidence.
These five focused days of strategic planning, personalized insights, and actionable steps will help you secure the retirement you've dreamed of.
You've worked hard for decades planning and saving. Still, the nagging question remains: "Will it be enough?"
Join host Michael Hakoun and the Ledyard Financial Advisors team for an immersive, 5-day virtual workshop that transforms retirement uncertainty into unshakeable confidence.
These five focused days of strategic planning, personalized insights, and actionable steps will help you secure the retirement you've dreamed of.
April 2 - 4, & April 7 - 8
April 2 - 4, & April 7 - 8
12 - 12:30 pm ET
12 - 12:30 pm ET
What You'll Learn:
- Map your retirement to your ideal future
-
Navigate retirement healthcare costs
- Avoid 5 mistakes investors make with retirement planning
- Uncover your purpose in retirement
-
The power of scenario planning
What You'll Learn:
- Map your retirement to your ideal future
-
Navigate retirement healthcare costs
- Avoid 5 mistakes investors make with retirement planning
- Uncover your purpose in retirement
-
The power of scenario planning
SPECIAL BONUS
SPECIAL BONUS
Free Gift Each Day for
5 Random Attendees
Each day, five randomly-chosen attendees will receive a copy of Christine Benz's new book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. All participants are also invited to an exclusive live discussion with Christine on April 7th at 12 PM ET.
Don't let another day of retirement uncertainty pass. Join us to gain the clarity, confidence, and concrete plan you need to thrive in your next chapter.
Each day, five randomly-chosen attendees will receive a copy of Christine Benz's new book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. All participants are also invited to an exclusive live discussion with Christine on April 7th at 12 PM ET.
Don't let another day of retirement uncertainty pass. Join us to gain the clarity, confidence, and concrete plan you need to thrive in your next chapter.
What to Expect:
- Live, interactive Zoom sessions with direct access to our expert team
-
Real-world strategies you can implement immediately
- Personalized attention to your unique retirement challenges
-
Proven framework used by successful retirees
Speakers
Michael Hakoun, CEPA
Michael Hakoun, CEPA
Executive Vice President & Chief
Wealth Management Officer
Executive Vice President & Chief
Wealth Management Officer
Wealth Management Officer
Ledyard
Ledyard
Doug Phillips, CFA
Doug Phillips, CFA
Senior Vice President & Chief
Investment Officer
Senior Vice President & Chief
Investment Officer
Investment Officer
Ledyard
Ledyard
Susan Renaud, CFP®, CEPA
Susan Renaud, CFP®, CEPA
Senior Financial Advisor & Business Transition Planning Specialist
Senior Financial Advisor & Business Transition Planning Specialist
Ledyard
Ledyard
Marian Janes MS, ICF PCC
Marian Janes MS, ICF PCC
President/Owner
President/Owner
Ignite Growth Coaching
Ignite Growth Coaching
Jeffrey Trombly
Jeffrey Trombly
Senior Portfolio Manager and
Medicare Specialist
Senior Portfolio Manager and
Medicare Specialist
Medicare Specialist
Ledyard
Ledyard
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For informational purposes only.
Ledyard Wealth Management offers non-deposit investment products that are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.
© 2025 Ledyard National Bank. All Rights Reserved. | Privacy Policy
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