Thu, Mar 25
|Zoom Class
Planning for Your Future
What are your financial plans for retirement?
Time & Location
Mar 25, 2021, 4:00 PM – 5:30 PM
Zoom Class
About the event
March ALN Presentation: Planning for Your Future 3/25/2021
Introduction
Why Plan?
What is Your Definition of Retirement?
Budgeting
Write it Down
Plan Your Present
Individual Retirement Accounts
Traditional IRA/Roth IRA/SEP IRA/Solo(k)
What goes in it?
Stocks/Bonds/Mutual Funds
Growth or Income?
Downside Protection
Growth or Income?
Workplace Retirement Accounts
401(k)/403(b)/457
Disability Insurance
What Happens If You Cannot Work?
Life Insurance
What Happens If You Pass Away?
Other Considerations
Medicare Planning
Social Security Planning
Pensions
Succession Planning
What Happens With Your Business When You Retire?