"Rewirement" not Retirement with David Edwards ’832/6/2023, 7:00 PMVIRTUAL
For many successful individuals, approaching retirement represents a significant milestone in life’s journey. When to retire from full-time work and start receiving income from self-generated sources is usually self-determined. Uniquely successful individuals begin to contemplate a host of concerns, including when to take Social Security, how much income to take from their portfolio, what kind of budget should be followed, and other issues related to managing the later stages of life. At the same time, people discover that retirement creates opportunities for personal growth, to pursue the experiences that were postponed for years by career and family responsibilities, “rewirement” instead of retirement. Wealth Advisor David Edwards ’83 will share perspectives from his 30 years of experience advising families on how to make the most of their post-career lives.
David Edwards ’83 is a wealth advisor and the president & founder of Heron Wealth. He provides financial planning, investment advice, and tax & estate planning services to individuals and families across the United States and in Europe.
Cost to register for your first event is $10, which goes directly to funding and expanding the virtual programming series, while a portion is contributed to the Hamilton Fund to support teaching and learning on College Hill.
Did you know you know you can become a Virtual Event Pass (VEP) holder? After you have paid the one-time $10 registration for the first event you attend, you can then register to attend all subsequent virtual events for free until June 30, 2023! Pay once. Attend unlimited. With the Virtual Event Pass you’re supporting Hamilton and staying connected to your Hamily. It’s a win-win!
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