Financial Planning for Life: Planning for Retirement and Navigating Big Financial Decisions

Presented by Adam Hartman, Forward Together Wealth Planning

Join us for a transformative one-hour seminar, “Financial Planning for Life: Planning for Retirement and Navigating Big Financial Decisions.”

Whether you’re just starting out or nearing retirement, our expert-led session will guide you through the crucial steps of preparing for a secure retirement. Discover investment strategies tailored to different life stages, understand how to evolve your portfolio as you approach retirement, and learn how to integrate your investments into a sustainable retirement income strategy. This seminar is designed to equip you with the knowledge and tools to make informed financial decisions for a stable and prosperous future.

 Agenda:

-Introduction to Retirement Planning
   Overview of key concepts and importance of early planning.

-Maximizing Employee Benefits
   Understanding and leveraging retirement plans, equity compensation, and pension benefits.

-Investment Strategies for Retirement
   Adapting investment approaches as you near retirement.

-Portfolio Management and Income Strategies
   How to convert your portfolio into a reliable retirement income.

-Navigating Big Financial Decisions
   Key considerations and tips for making significant financial choices

-Q&A Session

For adults.       

Accommodation Requests

People who are Deaf or Hard of Hearing should request English-language captioning or sign-language interpretation at least five days before the library-sponsored program they plan to attend. Contact the Assistant Facilities and Accessibility Program Manager at 240-777-0002 with all other accommodation requests.

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