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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
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    ***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