Retirement Plan Basics

Notice: This event has ended. The information presented below is for historical reference only.

Tuesday, August 4, 2020, 12:00 - 1:00 pm

This is a virtual event. You'll join this event online by clicking the join event button below.

Virtual

Facilitated by Brad Yeckley, Financial Literacy
Retirement Planning Basics
Description
Young professionals are busy starting careers, families, settling in new locations, and paying down debt so it is extremely challenging to think about retirement planning. However, life goes by so fast. Every year that you defer or postpone retirement planning could cost you more than a year of doing the things that you dream of doing later in life. This workshop is intended to give you not only knowledge but also the action items and motivation you need to start planning early. This early start allows you to set the pace from day one of employment while taking advantage of every benefit offered to you by a potential employer.
Learning Outcomes
1. Discuss most common retirement plans available
2. Understand the similarities and differences of various plans
3. Understand how to create your own retirement plan
4. Discuss how to avoid common mistakes
5. Understand how to forecast a retirement budget
Outline
I. Stages of retirement planning
II. Typical plans
III. Making it personal
IV. Family matters
V. Do’s and Dont’s
VI. Budgeting and forecasting
VII. Discussion