JOIN ME THURSDAY, MARCH 5TH
6:00-8:00 p.m.
201 N. Douglas Main Campus 3rd floor Rm 3203
This time, we’re slowing it down. No rushing through slides. No information overload.
We’re going to do three things together live, step by step:
1. Find Your Retirement Number
We’ll use a calculator to figure out exactly how much you’ll need to retire comfortably. You’ll leave knowing your personal target not a guess, a number.
2. Know Exactly What to Ask Your Employer
We’ll walk through the five questions to bring to HR:
• “Do we offer a 401(k) or 403(b) and when am I eligible?”
• “Is there an employer match, and what do I need to contribute to get it?”
• “Can I increase my contribution percentage today?”
• “Do we offer a Traditional and Roth option?”
• “What low-fee index funds are available?”
3. Take Your First Step Toward Opening a Retirement Account
Traditional IRA, Roth IRA, 401(k)/403(b), and SEP-IRA/Solo 401(k) we’re going to break down three things:
• WHAT it is in plain language, no jargon
• WHY it matters, the tax advantages, the long-term impact, and how it connects to your family’s financial picture
• HOW to use it, how to open it, contribute to it, and make it work for you starting now.
No rushing. No overwhelm. Just clarity and a next step.
The Law of Compound Interest rewards action. The session is free, but your spot is not guaranteed.
Click HERE to sign up and Save Your Spot for March 5th
(Visual) Retirement Account Guide Click HERE
Retirement Toolkit Guide Click HERE
Retirement Essentials Slides Click HERE
I want to ensure every question is answered this time.
You showed up once. Show up again, and this time, we’ll leave with a plan, not just information.
And as always, please forward this email to any family you believe can benefit from this information and the workshops.
-Christopher Jackson
