Savings Plus - Financial Counseling Webinars
Begin Planning your Financial Future Today!
You’re invited to attend a free educational webinar or schedule a free phone consultation presented by Savings Plus hosted by your Retirement Specialist, Sherri Panttaja
Savings Plus Plan Overview/Enrollment Webinar - Geared for those that are new to mid-career
August 30th
1:00pm-2:00pm
During the Savings Plus Plan Overview webinar you’ll learn:
- The difference between your 401(k) and 457(b) plans
- Discover the between pre-tax and Roth savings
- How to enroll in the plan of your choice
Nearing Retirement Webinar - Geared towards Employees Within 5 Years of Retirement
August 30th
10:00am-11:00am
During the Nearing Retirement webinar you’ll learn:
- How to maximize deferrals in your final years of employment
- Discover the tax consequences of making withdrawals in retirement
- Understand the different strategies of investing before and after retirement
Individual Phone Consultation
During your 20 minute Savings Plus Consultation, you'll be able to ask questions regarding your Savings Plus 401(k) and 457(b) plans and if you’re not enrolled, we’ll walk you through the enrollment process.