

In this informative webinar, you'll discover...
Learn how to determine your retirement needs using the funded ratio, a key tool for assessing financial readiness.
Understand how the funded ratio helps manage major retirement risks, including longevity, market volatility, and spending
Gain insights and strategies to confidently plan for retirement, whether you're just starting or refining your approach.
Next Webinar
Saturday, Dec 13th, 2025
1:38 AM PST / 4:38 AM EST




There is no retirement without income.

This session tackles one of the most pressing questions for retirement planning: “How much do I need to retire?”
Join Cathy Mendell as she explores how to answer this question using the concept of the funded ratio—a powerful tool for evaluating your financial readiness by comparing your retirement resources to your future spending needs.
You’ll learn how the funded ratio provides a straightforward way to measure how much you need to retire in a manner that also manages the key risks to retirement: longevity, market volatility, and spending shocks.
Whether you’re just starting to think about retirement or refining your strategy, this webinar will provide insights to help you move forward with clarity and confidence. Don’t miss this opportunity to dive into the latest strategies and preparedness updates!
