Leveraging Your Workplace Retirement Account(s)

Defined pension plans are going by the wayside, leaving you (the employee) responsible for managing your own retirement account(s) based on the options offered through your workplace (401k, 403b, 457, SIMPLE IRA, etc.) In this enlightening workshop, learn how to make sense of and leverage your employer’s retirement plan package to make the most of your money. Discover strategies to help you avoid hidden fees, properly allocate your assets, and tax tips to keep you on track with your retirement goals.

Instructor Devin Wolf, CFP® helps his clients integrate pension plans into their comprehensive wealth management plan.

F8513 / 1 session $35

6:30-9:00 PM THU: 11/13

WCC – Laidlaw 212

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