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Retirement event poster.

Retirement: Preparing Your Employees for Life After Work (Virtual Event)

April 18, 2022 | 10:00 AM - 11:00 AM
Online

Speaker: Josh Wheatley, Principal Financial

 

Cost: $5 for GRHRA Members | $10 for Non-Member | Free for Students

 

REGISTER NOW

 

Retirement....whether you are days, months, years or decades away, it's never too early or late to develop a financial plan towards the big R! And if you are in the world of HR Benefits, are you in the know of what retirement plans are now offering to encourage people to save more for retirement?

 

Joshy Wheatley, Senior Financial Services Representative at Principal Financial, will provide us with an interactive event with someone who has recently retired and had to navigate through this process. He will also touch on basic retirement savings for individuals and will welcome any and all questions!

 

After attending this event, you will have more knowledge on the following topics and their relevance to a retirement plan:

  • Retirement Plan advantages
  • Roth Component
  • Social Security
  • Tax Saving advantages (recent tax law changes)
  • Life insurance roll in planning
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