Meeting Schedule:
5:00 Networking
5:30 Dinner
6:00 Speaker (1.5 CPE)
Speaker:
Jake Vande Voort, Wealth Advisor, TMS Financial
Topic:
Financial Wellness & Retirement Planning
Presentation Overview
Planning for retirement can seem complicated, but understanding the key building blocks can help you prepare with more confidence. This session will use research and insights from J.P. Morgan’s Guide to Retirement and Hartford Funds’ 8,000 Days of Retirement to explore important topics such as:
- Saving for Retirement – general strategies and why consistency matters.
- Preparing for Retirement – considerations as you approach the transition.
- Spending in Retirement – how expenses may change over time.
- The 8,000 Days Concept – viewing retirement as four life stages, each with unique opportunities and challenges.
This presentation is for educational purposes only and is not intended as individualized investment, tax, or financial advice.
tmsmoney.com
About our Speaker:
Jake joined TMS Financial in January 2024, bringing 16 years of experience as a Financial Planning Assistant at a local firm. Now serving as a Wealth Advisor, Jake holds his FINRA Series 7 and Series 66 security registrations, equipping him to deliver comprehensive financial guidance to clients. In his role, he works closely with clients to create tailored strategies, supports the Tenacity Advisory Group (TAG), and collaborates with the broader team of Investment Assistants and advisors. He earned his degree in Business Administration from Lakeland College.
Outside of work, Jake enjoys spending time with his wife and their two daughters. He is actively involved in his children’s activities and volunteers at their schools and community events. As a family, they love traveling, boating, being outdoors, and creating memories with friends and extended family.