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Maximizing Workplace Retirement
June 5th, 2018 · 6:30 - 8:00pm
TAUGHT BY
Brett Campbell, CFP®
LOCATION
DESCRIPTION
Your workplace retirement plan is often the primary vehicle for building your retirement savings. During this presentation, we will analyze common retirement plans and share ideas for maximizing savings.
In this class, you will learn how to calculate your retirement savings goal, when to contribute to a traditional 401(k) vs. Roth 401(k), tips for dealing with market volatility, and critical pitfalls to avoid.
MATERIALS
A workbook will be provided to accompany the presentation.
WHO SHOULD TAKE THIS CLASS?
Anyone interested in understanding and better utilizing their workplace retirement plan.
PRICE
$25*
* Class fee waived for 401k plan participants managed by Adams Financial Partners
and current wealth management clients.
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