Thu, Mar 25 | Zoom Class

Planning for Your Future

What are your financial plans for retirement?
Registration is Closed
Planning for Your Future

Time & Location

Mar 25, 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?

Registration is Closed

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