Check Off These 7 Key Steps Before You Retire

YTS Wealth Management Director of Financial Planning Stephanie Bracken walks you through the essentials in this brief and informative video, including:

Retirement is not “one size fits all.” Your plan should be as unique as you are. YTS is here to guide you every step of the way.

Download Retirement Planning Checklist PDF

About Stephanie A. Bracken, CFP®, FPQP®

Steph is a CFP® professional and Director of Financial Planning at YTS, where she collaborates with wealth managers and paraplanners to create high-tech, high-touch financial plans. With six years of experience as an LPL Financial paraplanner, Steph has since advanced to her current director role. She believes her success is tied to others’ success and is dedicated to making clients' dreams a reality. She earned a Bachelor of Science in Biological Sciences with minors in Chemistry and Theatre Arts from the University of Pittsburgh and holds the Financial Paraplanner Qualified Professional™ certification. Steph lives in White Oak, PA with her boyfriend Nate and their two cats, Toby and Leia. Outside of work, she enjoys concerts, spending time with family and friends, and exercising.

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