Save More in 2015 (and Beyond)

Start your new year off right by taking advantage of one (or two, or five) of the great financial education workshops we have scheduled this winter.

Tomorrow In Focus: Saving for Your Ideal Retirement
Wednesday, January 28 at 2:30 PMEventbrite - Tomorrow in Focus: Saving For Your Ideal Retirement

Believe it or not, your retirement starts now. No matter how old or young you are, or where you are in your career, your retirement begins when you start saving for it. Join us for an interactive exploration of retirement saving and learn how to create an effective plan to help maximize your retirement potential, presented by TIAA-Cref. TIAA-CREF’s workshop leader will help you:

  • Understand the real benefit of time in regards to saving
  • Learn the essential features of retirement investments
  • Gain the confidence you need to create or modify your own retirement plan
Investing 101Eventbrite - Investing 101
Thursday, January 29 at 1:00 PM

Whether you’re new to investing or simply need some direction, it’s critical for you to have a general overview of investing and investment concepts, as well as the terminology often used in the financial services industry. The investment choices you make can have a big impact on the financial security of you and your family. In this workshop, presented by MetLife, you will learn about:

  • Saving vs. Investing
  • Investment basics: stocks, bonds, cash and mutual funds
  • Asset allocation and why it is so important
  • How to get on track
Investing 201Eventbrite - Investing 201
Thursday, February 19 at 1:00 PM

Investing can mean many things to many people. For some it is real estate and for others it is gold. For those who already have knowledge of basic investment concepts, this workshop provides in depth information about stocks and bonds and what they can mean to an investor. In this workshop, Presented by MetLife, you will learn about:

  • Stocks and bonds and their respective tax implications
  • Performance metrics and what they can mean to your investment choices
  • Identifying and managing different types of risk
  • Determining the right investments

Don’t forget, the 2015 Financial Education Conference is just around the corner. Be an early bird and register for the Conference’s most poplar and in-depth workshop series today! How to plan and save to reach your financial goals shouldn’t be a mystery – Retirewise workshops can help.

RetirewiseEventbrite - Retirewise
Friday March 20 & 27 at 1:30 PM

Session 1: Building the Foundation
Friday March 20, 2015 01:30 PM – 03:00 PM
Envision the retirement you want and how you will finance it based on current and future retirement trends. We will cover the financial basics and budgeting for retirement. Topics include:

  • Personal retirement aspirations
  • Understanding the impact of compounding and inflation
  • Having a tax-diversification strategy

Session 2: Creating and Managing Wealth
Friday March 20, 2015 03:00 PM – 04:30 PM
Learn about the principles of investing and the general rules of accumulating wealth and understanding the risks you need to manage. Topics include:

  • Investment guiding principles, including asset allocation and portfolio diversification
  • Understanding and managing different kinds of risk
  • Current and projected budgeting for retirement

Session 3: Establishing Your Retirement Income Stream
Friday March 27, 2015 01:30 PM – 03:00 PM
Learn how to structure a retirement income stream to address your retirement wants and needs. Topics include:

  • Shifting the focus from accumulation to distribution
  • The retirement income planning process
  • Managing your retirement assets to help provide income for life

Session 4: Making the Most of What You Have
Friday March 27, 2015 03:00 PM – 04:30 PM
Review your employee benefits and look at the basics of estate planning, wills and trusts. Topics include:

  • Your benefit plan
  • Protecting against unexpected expenses
  • Estate planning basics

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