Event Details
Putting Your Retirement Plan to Work
| Date: | February 13, 2020, 11:30am – 1:00pm |
| Organizer: | SHRM-GF |
| Location: | GFC-MSU Room B101 2100 16th Ave S. Great Falls, MT 59405 |
| Price: | Program/Lunch Fee: $15/member or $30/guests |
| Event Type: | Meeting |
| iCal link | Add to Calendar |
***RSVP Required. Email marisa.jacobs@north40.com***
Presentation: Put Your Retirement Plan to Work
Presenter: Kelley Aline
Financial Advisor, Edward Jones
Kelley graduated from Black Hills State University with double majors in psychology and political science.
Description: "Put Your Retirement Plan to Work" is a 20-minute seminar designed to educate employees about the importance of saving for retirement and enrolling in their employer’s retirement plan.
OUTLINE
Welcome/Seminar Overview
Why Save for Retirement?
• Average Life Expectancy
• The Role of Social Security
• Impact of Inflation
Why Save Now?
• Power of Compounding
• Cost of Waiting
How to Save
• Employer-sponsored Plan - Contribution Guidelines - Tax Advantages - Choosing Investments
• Other Options – Traditional IRA, Roth IRA, Rollovers
How to Enroll
