WORKSHOP DESCRIPTION

Saving for retirement is an important facet of our financial strategy.  This workshop focuses on helping to better understand how to save for retirement, how much is needed to save with a view of what each individual may need during retirement and discussing the length of time it takes to plan and save for this phase of life. This class is an enhancement to those companies that offer a 401K (regardless of whom manages the plan since the conversation is about savings) - and an overall guidance for those whom may not have a retirement plan.