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Financial Planning for Mid to Late Career Educators

Workshop presented by Casey Cleveland, CFP, ChFC Partner, CGC Financial Services LLC

This workshop will cover Retirement Choices including:

  • Budgeting
  • PERS-briefly
  • Social Security
  • Pre-tax savings accounts
  • Asset Allocation-briefly
  • Insurance types
  • A little about estate planning

This workshop will provide an overview of the many different components that need to be considered when planning for retirement.  This workshop should be helpful to many people in many different stages of their careers.


 

 

Event Properties

Event date: 04-27-2017 4:30 pm
Event End Date: 04-27-2017 6:30 pm
Registered 15    [View List]
Cut off date 04-25-2017
Individual Price Free
Location BEA Headquarters
We are no longer accepting registration for this event