Retirewise offers comprehensive retirement education for all employees—regardless of age. This four-part program can play a fundamental role in your basic financial and retirement planning. A broad spectrum of issues related to financial planning and retirement will be covered in these one-hour sessions, including budgeting, investment principles, Social Security, and estate planning. After the workshops series is complete, you have the option to meet individually with a financial professional to discuss your specific circumstances and goals. It is advantageous to attend all four sessions. This series is currently offered only at the Keswick campus, but all employees are welcome to attend.
Part 2: Creating and Managing Wealth—The second workshop examines how you may accumulate assets during working years. You will look at investment strategies to manage market risk, including asset allocation, diversification, and portfolio rebalancing.
Friday, March 20, Keswick, noon to 1 p.m.
Part 3: Establishing Your Income Stream—Building on what you have learned so far, the third workshop will discuss how to prepare before retirement to generate income during retirement. You'll learn how to use your assets to structure an income stream to address your wants and needs in retirement.
Friday, April 3, Keswick, noon to 1 p.m.
Part 4: Making the Most of What You Have—In the final workshop, you will review your benefits to help provide a clear understanding of how they fit into your retirement plan. You will also start thinking about your legacy and review the basics of estate planning.
Friday, April 17, Keswick, noon to 1 p.m.
Click here for information about upcoming workshops and other programs.