Rockin' The Third Act


With our guidance, you can have the retirement lifestyle you wish with relative ease.

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Meet Jeri

Jeri has 30 years of experience at a Fortune 50 company in various roles spanning finance, compensation, benefits, and workforce transition management. She has developed and led multiple trainings on retirement benefits and retirement planning, including both financial and non-financial aspects of retirement, throughout her career. Jeri is now retired and embarking on her Third Act helping others transition from work to the ideal retirement.