BRIDGE: Retirement by Design and Putting your Retirement Plan to Work

Description

Join Jon Benecke, CFP®, CEPA® | Financial advisor with Edward Jones for a presentation that helps you turn your vision for retirement into clear, actionable goals.

You'll learn strategies for saving and investing — whether you're just starting out or nearing retirement — along with ways to add flexibility to your plan so you can adapt to life's unexpected events. The session also highlights the importance of participating in your employer's retirement plan and how to keep your strategy on track for the future you want.

Key Talking Points: 

• Learn how to translate your retirement vision into specific financial goals
• Discover investment strategies whether you're 10 or 40 years from retirement
• Understand the importance of saving early and consistently
• Explore the benefits of enrolling in your employer's retirement plan
• Learn how to build flexibility into your plan to handle unexpected events
• Gain tips for keeping your retirement strategy on track over time

Workshop Info:
Date: Wednesday, October 1
Time: 9AM-10AM
Location: North State BIA Office | 1536 Eureka Rd., Roseville

Price:
BRIDGE: Free
Non-BRIDE: $25

Contact:
BIA Contact - Evelyn Vanderville, evelyn@northstatebia.org
BRIDGE Contact - Cameron Kjome, cameronkjome@shawood.com