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Retirement Planning 101: How to Achieve Your Financial Goals

Retirement Planning 101: How to Achieve Your Financial Goals

In-person

 

Join us in the library to learn the basics of retirement planning. A Certified Retirement Planning Counselor (CRPC) will provide you with the tools and knowledge you need to create a personalized plan that helps you achieve your financial goals. During the workshop, attendees will learn:

  • The importance of starting to plan for retirement early
  • How to calculate how much money you will need to save for retirement
  • The different types of retirement accounts available and how to choose the right one for you
  • How to create a budget and stick to it
  • Strategies for reducing debt and increasing savings
  • How to create a diversified investment portfolio
  • How to estimate and plan for healthcare costs in retirement
  • The importance of creating a plan for your estate and beneficiaries
  • How to review and adjust your plan as needed to stay on track.

This workshop is open to anyone interested in learning more about retirement planning, regardless of their current age or stage in life.

Presented by Bethany Lewis, CRPC® Financial Advisor with Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. Bethany has a Bachelor of Science in Business Administration, with a concentration in Financial Management from Goldey-Beacom College. She is a Chartered Retirement Planning Counselor and holds various FINRA (Financial Industry Regulatory Authority) licenses.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.

Registration is requested and walk ins are welcome, as space allows. To register by phone, call 1-877-307-6858.

Date:
Wednesday, November 15, 2023
Time:
1:30pm - 2:30pm Eastern Time
Location:
Computer Training Room
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Social Services  
Registration has closed.