While retirement may look different for each of us, we all share the goal of retiring or making work optional someday. The third session in our Virtual Financial Literacy Workshop Series focuses on the three pillars of retirement security. Join Barbara Craft, Director of Admissions, and Sue Mazzetti, Partner at Quorum Private Wealth, for this workshop that will help you determine how much you need for retirement. Topics include:
- Social Security: Maximizing your benefits
- Employer-Based Plans: Understanding Defined Contribution vs. Defined Benefit plans, including Simplified Employee Pensions (SEP)
- IRAs: Comparing Traditional IRAs vs. Roth IRAs and understanding Roth conversions