05 March
The Basics of Retirement Planning

Description

Retirement is a journey, and planning is the key to success. Whether you're approaching retirement or have just entered this exciting new chapter, this webinar is designed to help you navigate the essentials of retirement planning with confidence. 

Join us for an engaging session tailored to pre-retirees and recent retirees. Our professional-led presentation will cover critical topics, including: 

  • Your Retirement Savings Mantras: Practical principles to guide your savings strategy. 
  • Five Steps to Help Achieve Retirement Savings Success: Actionable steps to build and manage your retirement nest egg. 
  • How much money will you need?: Learn how to estimate and prepare for your financial needs in retirement. 

This webinar will help equip you with the knowledge and tools you need to make informed decisions about your financial future. Take the first step toward a confident and comfortable retirement. Register today to reserve your spot! 

This webinar is hosted by Associate Financial Advisor, Efrain Toro.  

Associate Financial Advisor, Efrain Toro

866-300-9382, option 4. 

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

Efrain.Toro@suncoastcreditunion.com

Date and Time

Wed, Mar 05, 2025

12:00p - 1:00p EST

Location

Virtual webinar

PT1H

Event Registration

Will you be able to attend this event?