This presentation will offer tips on how to build a healthy retirement plan.
Thu, Apr 10, 2014 1:00 PM - 2:00 PM EDT
Retirement planning is a critical issue for all of us. According to a 2012 report from the Center for Retirement Research, only about 30 percent of households are financially prepared for retirement by age 62. Additionally, other studies have found that people who develop financial literacy are better able to attain their financial goals. One component of building your financial literacy is to understand the drivers and criteria of successful retirement planning: begin with the end in mind.
This presentation will offer tips on how to build a healthy retirement plan and touch on the following issues:
o Why Do You Need A Retirement Plan?
o How Much Will You Need To Retire?
o How Do You Build A Retirement Portfolio With Mutual Funds?
Susan Kazanas is the Founder and Principal of Finance Lab. She works with each client to help achieve their specific financial goals and to improve their financial capability and confidence. Clients take an active, hands-on role in completing their project while Susan provides guidance, motivation and accountability throughout the process. Finance Lab was born out of Susan’s desire to leverage her career in institutional finance and formal training as a counselor to impact an important social issue; women’s financial literacy. Susan is a senior financial professional with experience that spans financial analysis, investor communications, and new business start-ups.
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