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Let’s Connect APRIL 2021

Wherever you are on your savings journey, you need to plan for the retirement you want. I’m here to help you along the way.
You can meet me online to talk about the benefits of your retirement savings plan or sign up for any of our free, information-packed webinars. Either way, you’ll be closer to preparing for your future with confidence.
Get answers to these common questions and more:
• Which investment strategies are right for me?
• How much should I contribute?
• Am I saving enough to last through retirement?
Schedule an appointment for a personal chat, check out our webinar lineup, or both.

April Webinar

  • Tuesday, April 6, 2021 at 12:00 noon
    Will You Have Enough to Retire Comfortably? Presented by: George Pantazis
    Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential. CLICK HERE TO REGISTER
  • Wednesday, April 14, 2021 at 12:00 noon
    Are You Thinking About Investing in a Roth IRA? Presented by: Michelle Young
    Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions from Roth IRAs are completely free from federal income taxes. Is a Roth IRA right for you? The answer is a complicated one, and depends on your particular situation, including whether you believe you will be in a higher tax bracket in the future. CLICK HERE TO REGISTER
  • Wednesday, April 21, 2021 at 12:00 noon
    Women and Money Presented by: Nancy Lange
    Are women different than men in how they do and should manage their finances? The answers may surprise you. We will help you identify your own personal approach to money matters and help you manage some unique financial risks that may affect you. CLICK HERE TO REGISTER
  • Thursday, April 22, 2021 at 12:00 noon
    Managed Accounts – Today’s Investment Climate Presented by: Tim Nasworthy
    In times of uncertainty, how might Managed Accounts help you with your retirement goals? Join ICMA-RC for an overview of today’s economy and our Managed Accounts service. CLICK HERE TO REGISTER
  • Friday, April 30, 2021 at 11:00 a.m.
    Your Saving and Investing Goals Presented by: Kim Brownlee
    Whether you are just starting out or need to make sure you are still on track, setting goals related to how much you save and how you invest is key to a better financial future. We will explore how to make these goals more real and realistic. CLICK HERE TO REGISTER

2021 CFP Webinar Schedule – Handout


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