Small Moves, Big Future: Retirement Planning for Early to Mid-Career Employees
Upcoming Dates
Course Description
Join us to learn about:
- Harnessing Compound Interest - Time is the biggest advantage you have
- Understanding Retirement Account options
- Assessing your Financial Picture & Estimating your Retirement Number
- Building Strong Financial Foundations - Smart Investing Basics, Savings Targets, Paying down debt
- Integrating Life Goals
- Mistakes to avoid while building future wealth + Focusing on Leverage now vs. regret later
- Taking the First steps - Actionable steps to get started on planning your financial future
Presented by: Kyle Fallon, The Capital Group, organized by Tory Larson
*The September 17 session - in person at Fleet, Nakoosa facility. Please plan ahead to arrive on time or early for minimal course disruption!