This 2-hour workshop is designed for individuals who want to take control of their retirement planning, regardless of their age or current financial situation. Saving for retirement is one of the most important steps you can take to ensure financial security in the future. In this workshop, participants will learn about different retirement accounts like 401(k)s and IRAs, the benefits of starting early, and how to determine the right amount to save. Whether you're just starting out or looking to fine-tune your retirement strategy, this session will provide you with the knowledge and tools to make smart, informed decisions about your retirement planning.
 
Topics to cover:
The importance of saving for retirement early
Employer-sponsored retirement plans and matching contributions
Traditional vs. Roth IRAs
How to determine how much to save for retirement
 
Workshop Goals:
Start Early, Save More: Help participants understand why it’s crucial to begin saving for retirement as soon as possible and how compound interest works in their favor.
Maximize Employer-Sponsored Plans: Teach participants how to take full advantage of employer-sponsored retirement plans, including 401(k)s, and understand matching contributions.
Understand Retirement Accounts: Provide a clear comparison of Traditional vs. Roth IRAs, helping participants decide which account best suits their financial goals and tax situation.
Calculate Retirement Savings Needs: Walk participants through the process of calculating how much they need to save for retirement, taking into account their desired lifestyle, retirement age, and other financial factors.
 
 
By the end of this workshop, participants will have a solid understanding of the various retirement savings options available to them, how to take advantage of employer contributions, and how much they need to save for a comfortable retirement. They will leave with actionable strategies and a clearer vision for their retirement planning journey.
 
Please be advised that we are not licensed financial advisors, and the information we provide should not be construed as financial advice. All materials, tools, and content shared are intended solely for educational purposes. Our services are grounded in financial education based on personal experience, thorough research, reputable sources, and historical trends. We strongly recommend that you perform your own due diligence and seek guidance from a licensed financial advisor prior to making any financial decisions. While we believe in the value of the products and services we offer, financial education is a dynamic and evolving field. No single resource or perspective should serve as the sole basis for your decisions. It is also important to recognize that financial strategies carry inherent risks, and there is always the potential for financial loss. We encourage you to approach your financial decisions with careful consideration and due caution.