This GuideSteps webinar is a practical, easy-to-follow session that highlights helpful money habits, common pitfalls to avoid, and simple steps to keep your retirement savings and legacy on track. Key Takeaways: Build Strong Habits: Learn everyday financial practices that support long-term growth. Avoid Costly Mistakes: Discover common errors that can slow your retirement progress. Retire with Confidence: Navigate Social Security, Medicare, long-term care, and estate planning

In honor of National Make a Will Month, Spectrum Investment Advisors has partnered to bring you a webinar focused on wills and trusts.

GuideSteps presentation on legacy and estate planning, covering essential documents, planning tools, and key follow-up answers.