Foundational Investing
In this presentation (2 of 3 in our 3-part series), we review the basics of investing for retirement. • Asset classes & diversification • Best practices to use and pitfalls to avoid when it comes to your investments • Simple investment solutions available in your workplace plan
• Saving vs. investing
• Asset allocation
• Diversification
• Key types of risk
• Steps to take to mitigate these risks
Additional Resources
Tackling Debt on Your Path to Retirement Saving Success
In this seminar, we dive into these crucial topics: • Types of Debt: Understand the nuances of different debts. • Smart Payment Strategies: Learn how to tackle debt effectively. • Cash Flow Mastery: Control your financial inflow and outflow. • Retirement Impact: Discover how debt decisions shape your retirement journey.
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Women, Retirement, and Their Unique Planning Considerations
In this insightful presentation, we explore the unique considerations women should keep in mind when planning for retirement. Discover key insights and practical strategies to help women achieve financial security and independence in their golden years. • Longer Lifespans: Women typically live longer than men, making long-term financial planning crucial. • Earnings Disparities: Addressing wage gaps and career interruptions is vital for building robust retirement savings. • Caregiver Roles: Balancing caregiving responsibilities with retirement saving strategies is essential for financial well-being.
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