Retirement Planning for All Ages (Online)
Location: Online Webinar
Working professionals at any stage in their career can get better-prepared for retirement with this class. Participants will be able to assess their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs.
- Plan more effectively for the impact of inflation
- Estimate the amount of annual income needed in retirement & determine if you are on-track financially for retirement
- Compare the different types of IRAs
- Explain important portfolio management strategies for retirees
- Review tax implications of distributions from employer retirement accounts