Stripping away the financial jargon, and planning for a fulfilling next chapter.
May 17th, 2022 at 12 PM PT
At TFS Advisors, we are proud to serve many clients who are making the transition to retirement. Our clients have moved through life’s hills and valleys, and have reached the lead-up to retirement ready to take on this new chapter. They’re seeking financial guidance but, more importantly, they want advice on how to navigate this transition with grace, and to build a life they love.
What to Expect
Dale Terwedo, CFP®, certified retirement coach, and founder of TFS Advisors, helps retirees build lifestyles they love.
In this presentation, Dale will be talking about the non-financial side of retirement:
- How to find fulfillment
- Prepare your marriage
- Build community
- Develop hobbies and routines
- Think about a mental, physical, and emotional wellness plan for yourself
- Create a plan that works for you in this next chapter of life
And more!
Attendees have said that this webinar is fun, helpful, and inspiring.
Sign up here!
Meet Dale
Dale Terwedo has been in practice since 1983. Over the past three decades, he has enjoyed watching his small firm grow into a family of professionals and clients.
In 2003, Dale decided to put his pilot’s license to good use by flying for AngelFlight West – a nonprofit organization of volunteer pilots who, at their own expense, provide transportation to people who are financially distressed or have a time-critical medical condition. He has found his work as an AngelFlight pilot to be similar to his work as a financial advisor. At AngelFlight, his attention to precision and logic help him get people where they need to go when they’re on a critical timeline. As an advisor, those qualities allow him to help clients make smart financial decisions so they can pursue what is most important to them.
Dale married Tara in 1981. They have two sons: Ryan and Aaron. Terwedo family interests include camping, volunteering, church activities, and super oval racing, among other things.
What We Do
Unlike many advisors, we do our financial planning in-house.
Our comprehensive plan includes…
Risk
Assessment
Cash Flow
Analysis
Income
Planning
Investment
Analysis
Goal
Development
Legacy
Planning