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[FULL] Planning for Retirement

Community Room - Fireplace Side
Wednesday, Mar 29, 1:00pm to 2:30pm

Workshop 3 of 3 is: Planning for Retirement

Learn the basics to help you determine your needs and establish a road map to help set yourself up for a comfortable, enjoyable retirement.

Retirement is a reward for a lifetime of hard work, but how well you prepare for it ahead of time can have a major impact on how well you’re able to enjoy it. How will you plan for your retirement?

Join us for an educational workshop where we’ll focus on strategies designed to help you:

  • Put together a retirement roadmap
  • Understand the factors that influence when you retire, and how long your retirement could last Exploring “Medigap” and medical supplement insurance
  • How to estimate your retirement expenses and income, while factoring in inflation and taxes
  •  How to leverage tax-advantaged savings vehicles such as 401(k)s and IRAs

Mutual funds, ETFs, and variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, the ETF, or the variable annuity contract and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UW Credit Union and Wealth Management at UW Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at UW Credit Union, and may also be employees of UW Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of UW Credit Union or Wealth Management at UW Credit Union. Securities and insurance offered through LPL or its affiliates are: