Building Wealth in Your Forties – Webinar
How you invest and save for retirement in your 40s can strongly impact your future assets.
(2200 reviews)No Charge to Attend!
Staying on track with your retirement saving plan is key – Are You Prepared?
According to Yahoo 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.
- The 40s are a turning point and your peak earning years
- Fewer pension plans mean the majority of retirement income is from your personal savings
- Maxing out your employer sponsored retirement
- Consider catch-up contributions to increase retirement savings
What We Will Cover
- Impacts of inflation on your retirement plan
- How market volatility can become an opportunity
- Making your employer-sponsored retirement plan work for you
- How you can maximize IRA’s to supplement your QRP
- Career changes and 401k’s Roth conversions, cashouts, and lump-sum distributions
- Where to draw funds from for home improvements & major purchases
- What to do with a 401k from a former employer
- How estate plans, wills, and trusts can your protect your inheritance or your heirs
This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Enlighten 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
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Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
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