Financial Fitness: A Decade by Decade Breakdown

On-Demand Recording

Retirement Solution Group’s Q2 2023 webinar entitled Financial Fitness: A Decade by Decade Breakdown, hosted by Sr. Relationship Manager Christie Cheng, CPFA.

Ever wonder how financially fit you are compared to your peers? Although every individual has unique goals and definitions of financial security, there are certainly benchmarks within each career stage which reflect financial health. The priorities of a 26 year old look very different from those of a 56 year old. But in the long run they both strive for lifestyle balance, risk minimization and financial longevity. Please join this webinar as we discuss retirement strategies for your 20’s, 30’s, 40’s and 55+. You’ll learn more about:

• Building a strong financial foundation early in your career
• Shifting your attention to 401(k), insurance, HSA, 529, mortgage and estate planning
• Maximizing savings, risk tolerance/exposure, housing/long term car, Medicare
• Setting targeted retirement dates
• 8,000 days of retirement

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