We understand that each person has their own goals and needs guidance in reaching them.
After all, no two people have exactly the same dreams for the future, the same amount of money to invest, the same timeline or the same attitude toward risk.
Some of the topics included in the Pre-Retirement Planning include:
- Calculating Your Needs - Are you on track to have enough money saved for retirement?
- Building Your Nest Egg - Complimentary consultations to help you evaluate your current choices.
- Protecting Your Financial Future - Our pension counselors will help you understand the available choices that best meets your financial needs at retirement.
This seminar is highly recommended for new members and should be of special interest for those with less than 10 years to retirement.