IOMA “Transitioning Into Retirement” Peer Group Webinars


Following up on the success of our first in-person Transitioning Into Retirement peer group that was held at the IOMA May Conference, we are excited to announce that we have scheduled Transitioning into Retirement webinars. Don't miss these opportunities to gain valuable insights to assist you in transitioning into retirement.

There is no fee to attend but we do ask that you register so that you can receive the zoom link. Registration is available at:



Life Planning for Retirement

Why financial education is important. Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this presentation highlights time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, our conversation helps you plan  your future with confidence. The presentation will focus on dialogue around

  • Traditional vs. new retirement
  • New retirement opportunities
  • Values and objectives in nine areas of life planning
  • The retirement planning process


Russ Nieland CFP®, AIF®
Managing Director, Partner and Wealth Advisor
Carson Wealth
Cedar Rapids