Free Retirement Workshop Series by Retirewise

Join us for a free, virtual retirement workshop series by Retirewise. From budgeting and tax strategies to determining your investment options and how to create a will, there's something for everyone to learn. Each Retirewise session has different topics that build on each other.

Building Your Foundation – Understand your financial and retirement planning basics by creating a budget, learn about compound interest, tax diversification and inflation.

Creating and Managing Wealth – Review the principles of investing including how to get started, different types of investments and their common risks and strategies.

Establishing Your Retirement Income Stream - Learn how to examine risks, manage assets and structure a retirement income stream to address your retirement needs and wants.

Making the Most of What You Have – Review your employer's benefits and how they can fit into your plan while also covering estate planning, Medicare options and life and disability income insurance.

With Retirewise, you'll be on your way to making smarter financial decisions and creating an action plan that works for you.  

  • September 13, 2023 from 5:30 PM-6:30 PM ET
  • September 20, 2023 from 5:30 PM-6:30 PM ET
  • September 27, 2023 from 5:30 PM-6:30 PM ET
  • October 4, 2023 from 5:30 PM-6:30 PM ET 
To Register: 

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For more information, contact Blythe Josovitz, Director, Benefits & Comp. / x.2995 /