Tools to Build Your Wealth

Thursday February 3, 2022
08:30 PM - 09:30 PM EST

While retirement may look different for each of us, everyone has a goal of retiring (or at least making work optional) at some point in the future. This workshop will cover determining how much you will need in retirement and the 3 pillars of retirement security including:

– Social Security – maximizing your benefit

– Employer based plans – Defined Contribution vs. Defined Benefit plans, including Simplified Employee Pensions (SEP)

– Traditional IRA vs. Roth IRA and Roth conversions

Register Here

Event Organizer - Wharton Executive MBA Program