Loading Events

« All Events

  • This event has passed.

The Four Phases of Retirement

October 30, 2019 @ 5:30 pm - 7:30 pm


With today’s rising lifespans, many will have 20 or more years in retirement. You probably have a clear vision of day one, and maybe even day 1001. But what about day 5000? Or 6000? Getting started on the right foot can be crucial.

Rather than planning for retirement as a single state, reflect on the four-phased concept of retirement with each phase characterized by the tasks and issues you will likely be managing.

The four retirement phases enable a clear vision to plan and anticipate what is likely to come.

1. The Honeymoon Phase
2. The Big Decision Phase
3. The Navigating the Longevity Phase
4. The Solo Journey Phase

Presented by:
John Diehl
Sr. VP of Strategic Markets
Hartford Funds

Bonus Market Update

SVA Financial Group will also present a market update featuring a recap of 2019 and a look ahead for the remainder of the year.

Presented by:
Tim O’Brien, MBA, CFA
SVA Financial Group

5:30pm – 6:00pm | Registration, Beverages, and Hors d’oeuvres
6:00pm – 6:30pm | Market Update
6:30pm – 7:30pm | The Four Phases of Retirement


SVA Financial Group


Best Western Premier Park Hotel
22 S. Carroll St.
Madison, WI 53703 United States
+ Google Map