Name
Financial Planning for Adequate Retirement Income
Description
Presentation on financial planning principles to enable a successful retirement. Learning targets include: Establishing financial need at retirement and accumulating retirement income to meet financial needs. The presentation would cover how to determine required financial need, building blocks providing retirement income, and tools to help participants in planning for their own retirement. The presentation will be a lecture format with handouts and visual aids. The benefit for attendees will be to have a more robust understanding of retirement principles, a plan for how to achieve their retirement goals, and tools needed to asses their current situation. Attendees will not be required to bring any materials.
Speakers

Date & Time
Thursday, November 9, 2023, 2:00 PM - 3:15 PM
Location Name
RNT 122