Virtual Trainings
Financial Strategies for Pre-Retiree Planning: Everything You Didn’t Know that You NEED to Know!
Our Financial Wellness Class for Pre-Retirement First Responders is designed to provide participants with the knowledge, tools, and confidence to navigate the transition into retirement successfully. By addressing critical aspects of retirement planning, including pension planning strategies, family protection, deferred compensation options, legacy planning, and estate planning, we empower participants to make informed decisions and achieve their retirement goals. Participants will leave with confidence and clarity around their next steps toward preparing for a successful retirement.
Date: June 12, 2024
Time: 12 pm - 1 pm PST
WLLEF Registration Fee: $25
Meet Our Speaker
Crystal Kanada, Senior Partner-Financial Services Professional, Capitol Edge Financial
Since 2011, Crystal has dedicated herself to education. She spends her time working with new and existing public safety agencies to bring financial services education to their teams through seminars and training sessions. She also meets with clients one-on-one to develop financial strategies that help reach their financial goals for protection and distribution. Before joining New York Life Insurance Company, Crystal worked as a Market Growth and Development Consultant for Northern and Central CA at Wells Fargo’s Private Bank. She worked closely with high net-worth, affluent clients, to create complex wealth strategies. In her free time, Crystal enjoys spending time with her children Roman and Mariah, and on the weekends is typically cheering them on at one of their year-round sporting events. She also loves to cook, work in her garden, and spend time with family and friends.