Each “Chapter” is presented in a workshop environment that encourages hands-on learning and group discussion and worksheets assist participants in writing, planning and learning about their individual needs and goals.
Featured topics include:
- Understanding Asset Allocation: Learn how to diversify your retirement investments
- Monitoring Your Portfolio: Learn how to track your progress
- Auditing Your Savings: Learn how to save more for retirement
- Approaching Your “Someday:” What to know if retirement is just around the corner