Are you dreaming of retirement or staying awake worrying? Take a breath and spend one hour to improve your financial wellness. This program will cover tips for a solid plan to retirement, and address these common issues:

Am I on track for a successful retirement, or will I run out of money? How much do I need? What are the differences between a ROTH and a Traditional IRA? How can I use retirement savings vehicles to save on taxes now and the future? What types of vehicles should I use? What investments should I consider? When can I/should I file for Social Security in order to benefit the most?

This 60-75 minute workshop is led by a Certified Financial Planner

Wellness Tip: