Taking Steps Towards Financial Security – Investment Basics & Saving Options
Depending on your financial goals in retirement, it may be necessary for you and your spouse to consider supplemental retirement plan options. In this session, we’ll explore your retirement savings choices and help you add security to your retirement plan. Another important component to financial security is ensuring your investments are allocated correctly to help you reach your retirement goals. We’ll walk through some investment basics and provide tips to help you evaluate your current investment line-up.
Finally, we’ll put it all together by highlighting a tool all MERS participants have access to – the Full Picture report builder. You’ll learn how this resource utilizes your retirement and investment information to provide a customized retirement readiness plan based on your goals.
Please note: This is a group session and we will not be able to provide one-on-one education. If you would like personalized account information, please contact the MERS Service Center at 800.767.MERS (6377) and we will be happy to assist you.
1000 Commerce Drive
Marquette, MI 49855
Thursday, September 12
6:00 – 7:30 p.m.