Whether your retirement is years away or just around the corner, now is the time to gain a better understanding of how today's financial planning can impact your retirement. Join ALJEN Asset Management as they walk you step-by-step through what you need to know now to plan for your future. You will get an overview of the financial planning process including risk management planning, tax planning, estate planning and investment planning.
Next you will learn about different types of retirement plans including the pros and cons of each. The session will also cover investment strategies including assessing your risk tolerance, how to set investment objectives and overview of the market. Let's get you the tools you need to make plans for your future!