Webinar - Five Phases of an IRA Hosted by: Michael Jay Raymond, ChFC®, CEPA®, FIC

Join Trailhead Financial Group for an engaging and insightful webinar featuring Wealth Advisor Michael Jay Raymond, ChFC®, CEPA®, FIC, as he presents Five Phases of an IRA.

Understanding an IRA goes beyond just opening an account. In this webinar, Michael Jay Raymond will break down the five phases of an IRA, highlighting what to be aware of as your goals and circumstances change. Designed to provide clarity and education, this session helps you stay informed at every stage.

All registrants will receive two complimentary resources designed to help you better understand the markets and support your long-term financial strategy.

Think of your IRA like a trail with important checkpoints. In this educational session, we’ll walk through the five phases of an IRA and share planning considerations for each stage—so you can better understand how these accounts may evolve over time.

Take the next step on your financial trek.

Register today and join us on the trail. No products will be sold. See thrivent.com/social for important disclosures.