Financial Wellness Education

Preparing for Retirement: Retirement Income, Roth vs. Pre-tax, and Beyond

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Intended Audience

Employees participating in their company sponsored 401(k) / 403(b) retirement programs.

Webinar Description

What happens when you retire and your paycheck stops?  Are you preparing yourself for retirement success?

This session will:

  • Explain the current state of retirement in the U.S.
  • Illustrate the different sources of retirement income
  • Provide guidance on best investing practices for retirement
  • Give you a framework on deciding whether to defer into your retirement account on a pre-tax or Roth basis (or both)
  • Provide best practices to prepare to leave the workforce

This program is not only focused on helping those close to retirement but can also provide valuable context for younger employees to best position yourself for success.

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Webinar Presenter

Michael Orsatti
Financial Wellness Advisor
Retirement Plan Consulting
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