For many successful individuals, approaching retirement represents a significant milestone in life’s journey. When to retire from full-time work and start receiving income from self-generated sources is usually self-determined.

Uniquely successful individuals begin to contemplate a host of concerns, including when to take Social Security, how much income to take from their portfolio, what kind of budget should be followed, and other issues related to managing the later stages of life. At the same time, people discover that retirement creates opportunities for personal growth, to pursue the experiences that were postponed for years by career and family responsibilities, “rewirement” instead of retirement.

Wealth Advisor David Edwards ’83 will share perspectives from his 30 years of experience advising families on how to make the most of their post-career lives.

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David Edwards is president and wealth advisor with Heron Wealth, a $500 million registered investment advisor based in New York City working with 225 client families across the U.S. and around the world.

At time of publication, Edwards and/or his clients held positions Amazon, Apple and Google.