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This session is designed to have a meaningful and lasting impact on the financial well-being of First Responders, their families, and their colleagues. By equipping participants with essential financial planning strategies, the session aims to enhance stability, productivity, and overall quality of life. Many law enforcement officers and other First Responders retire financially unprepared due to common pitfalls and misconceptions. Through real-world examples, participants will develop a comprehensive understanding of financial wellness and its connection to emotional and psychological health. Upon completion, they will be empowered to take control of their financial future through a continuous and proactive planning approach. The session will also explore the seven steps in the financial planning process, demonstrating how a well-structured, adaptable financial plan can evolve over time to meet changing needs.

Key topics covered in this session include transitioning from public service to retirement or a second career, setting “SMART” financial goals, and dispelling common investment myths. Participants will gain critical insights into risk management, strategies for maximizing retirement income, through tax sensitive distribution strategies, and the importance of estate planning. Additionally, the session will clarify the distinctions between brokers and fiduciaries, ensuring attendees understand the impact of fees and commissions on their investments. To support long-term financial success, participants will receive practical action steps for organizing expenses, creating a sustainable budget, optimizing investment strategies, and embracing the benefits of delayed gratification. By applying these principles, First Responders can enhance their financial security, reduce retirement-related stress, and build a more confident and informed approach to wealth management.

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