Investing for Your Retirement

Investing for Your Retirement is a dynamic, insight-driven workshop designed for individuals who are actively building wealth and beginning to think seriously about their retirement years. In this one-hour session (plus a brief Q&A), we’ll explore how to maximize the power of compounding, make the most of employer-sponsored plans, and fine-tune your asset allocation based on your evolving goals and risk tolerance. We’ll break down traditional vs. Roth strategies, tax diversification across multiple “buckets,” and smart ways to increase savings over time—while preparing for the tax realities of retirement. Whether you’re in your peak earning years looking to optimize what you’ve built, or approaching retirement and wondering if you’re truly ready, this seminar will provide practical strategies and clarity around your next steps.

Attendees will also have the opportunity to schedule a complimentary, personalized strategy session to create a tailored retirement roadmap.

We will include a light supper during the event, so please register by Tuesday, March 31st. 

Hosted by Brandon Hoium from Thrivent Financial