Loading Events

« All Events

All events for Chart Your Course to Retirement

Events List Navigation

August 2018

Chart Your Course to Retirement

August 4 @ 10:00 am - 1:00 pm
St. Thomas Episcopal Church, 372 Reservoir Road
Burnsville, 28714 United States
+ Google Map

Join us for this two-part class on August 4 and 11 that provides education about key topics in planning for retirement, including Social Security, Medicare and Other Insurance, Understanding your 401(K) and IRA, Behavioral Economics, Investing, and Estate Planning. Class members will also conduct a self-assessment of their retirement readiness by completing a Retirement Navigation Chart. This tool allows you to quickly pinpoint areas of financial strength and weakness and…

Find out more »

Chart Your Course to Retirement

August 11 @ 10:00 am - 1:00 pm
St. Thomas Episcopal Church, 372 Reservoir Road
Burnsville, 28714 United States
+ Google Map

Join us for this two-part class on August 4 and 11 that provides education about key topics in planning for retirement, including Social Security, Medicare and Other Insurance, Understanding your 401(K) and IRA, Behavioral Economics, Investing, and Estate Planning. Class members will also conduct a self-assessment of their retirement readiness by completing a Retirement Navigation Chart. This tool allows you to quickly pinpoint areas of financial strength and weakness and…

Find out more »