The full April 28 session, Creating The Ultimate Retirement Checklist, plus the three client-ready resources Russ Thornton, CFP® uses with the advisors and clients in his Wealthcare for Women practice. Watch the conversation, then put the worksheets to use as-is or as starting points for your own.
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Resources by Russ Thornton, CFP® · Wealthcare for Women
Russ Thornton, Justin Fitzpatrick, and Cole Craven on building retirement checklists that adapt to changing healthcare costs and life events.
An interactive worksheet for one or two clients. Enter dates of birth, retirement ages, and Social Security claiming choices to surface key milestone dates side-by-side. Useful as a pre-meeting prep tool or a live walkthrough during a planning conversation.
Open the toolA one-page reference covering what to do years, months, and days before retirement. Income, healthcare, Social Security, and the annual review cadence all in one place. Print and hand to clients, or share as a PDF.
Open the checklistA landscape visual of the key ages and dates every retiree needs on their radar: 59½, 62, 65, 67, 73, plus the windows that matter for tax and healthcare planning. Built for printing or screen-sharing in a meeting.
Open the timeline