The home stretch: 7 things to do in the decade before you retire

Join a deep dive into what you should consider as you transition into retirement.

Wednesday, July 15, 2020
Noon – 1:00 p.m. ET



During the final leg of your working life, you will be presented with a myriad of choices, important dates, and decisions to make. Keep on track as you begin your sprint towards the retirement finish line. This presentation identifies potential hurdles, as well as strategies for success, that investors can use as they prepare to retire.

Presenter

PRESENTER-NAME-HERERob Richardson, CIMA®, joined Franklin Templeton in 1995 and is a senior vice president and North America spokesperson. Rob has over 35 years of experience in the financial services industry during which time it has been estimated that he has held over 20,000 meetings with Financial Advisors.


He is a six-time recipient of the “Richard C. Stoker Award”; honoring Franklin Templeton’s Senior Advisor Consultant of the Year. Prior to joining Franklin Templeton, he served as regional vice president for two major asset management firms.


Rob received a B.S. in business administration from the University of Florida. Among his other accomplishments, Rob is a Certified Investment Management Analyst designee (CIMA®), a Certified Fund Specialist and is listed in Who's Who of Industry and Finance. He resides with his wife in Houston, Texas, they have two children both of which reside in New York City.

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