Program Type:
WorkshopAge Group:
AdultsProgram Description
Event Details
In this educational seminar, Financial Planner & Advisor Matthew Monk will break down the common options available for workplace retirement accounts such as 401(k)s, 403(b)s, and 457 plans. Attendees will learn how these plans work, what options are available as they move closer to or into retirement, and how to transition these savings into long-term retirement income. During this seminar, participants will gain a clearer understanding of how taxes can impact retirement and other investment accounts, how to avoid common pitfalls that can affect long-term outcomes, and how these plans can fulfill a financial plan. The discussion will also explore practical ways to turn retirement accounts into sustainable income streams, supporting long-term financial success, income planning, and flexibility throughout retirement.