Purpose Driven Retirement Planning with Joe Jordan

On-Demand Webinar

FOR FINANCIAL PROFESSIONAL VIEWING ONLY.

Join renowned industry thought leader Joe Jordan, author of Living a Life of Significance, as he shares powerful insights on building a retirement strategy that goes beyond numbers and focuses on purpose, fulfillment, and legacy.

In this exclusive on-demand webinar, Joe explores:
✔️ How to reframe retirement from an end point into a new beginning
✔️ The role of financial professionals in helping clients find meaning, not just money
✔️ Strategies to align retirement planning with personal values and long-term goals
✔️ Inspiring stories that illustrate the impact of purpose-driven planning

Whether you’re a financial professional looking to better serve your clients—or an individual seeking clarity for your own retirement journey—this session will leave you with practical takeaways and a renewed perspective on what it means to retire with purpose.

📌 About Joe Jordan
Joe Jordan is an award-winning author, speaker, and financial industry expert recognized for inspiring professionals and clients alike to embrace a purpose-driven approach to retirement and financial planning.

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This presentation is for informational purposes only and is not a promotion of any specific products or services. The views expressed by the speaker are their own and do not necessarily reflect the views of Axonic Insurance. Past performance is not indicative of future results. No forecast or guarantee is being made about the future performance of any investment. As this information is general in nature, it is not intended to be a substitute for personalized financial, legal, or tax advice.

*This presentation is a paid partnership with Axonic Insurance.