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Financial Information, Money Matters: Taking the Mystery Out of Retirement Planning


For many Americans planning for retirement is a mystery.  Designed for people who are 10 to 15 years from retirement, this workshop offers a simplified, bottom-line approach to figuring out how much you need to save and how to make your money last over a possibly long retirement.

Valerie Tourso, US Department of Labor  discusses:

  • Your savings, 401(k) plans, home equity, and other assets
  • Your Social Security benefit - and how to decide when to start drawing benefits
  • Your spending and expenses now and in retirement
  • Filling the gap in your retirement savings

Seating is on a first come, first seated basis unless otherwise noted.

 Part of Financial Planning Day @ SIBL!