Event Name:
SAFE Community Webinar: The Home Stretch: 7 Things You Need to Do in the Decade Before You Retire
Event Type(s):
Member Hosted Event
Description:
Are you as prepared for retirement as you’d like to be? With longer life spans, increasing health care costs, and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can deeply impact your retirement plan. Join our presentation to learn more.
Topics covered in this session
• Timing your retirement and determining how much savings you might need
• Maximizing your retirement savings strategy now and what to do as you approach retirement
• What to expect from Social Security and how to build a retirement income stream
• Factors, other than money, that can have a considerable effect on your retirement
Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services.
Securities and insurance offered through LPL or its affiliates are:
• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May lose value
The LPL Financial registered representatives associated with this webinar may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Topics covered in this session
• Timing your retirement and determining how much savings you might need
• Maximizing your retirement savings strategy now and what to do as you approach retirement
• What to expect from Social Security and how to build a retirement income stream
• Factors, other than money, that can have a considerable effect on your retirement
Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services.
Securities and insurance offered through LPL or its affiliates are:
• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May lose value
The LPL Financial registered representatives associated with this webinar may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Event Date:
3/14/2023
Event Time:
11:00 AM - 12:00 PM Pacific
Location:
Contact Person:
SAFE Financial Wellness
(phone: 916-915-2971)
(phone: 916-915-2971)
Details:
No cost webinar. Register HERE.
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3/14/2023
3/14/2023
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