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Retirement Readiness: Using 2020 Vision in Planning for Retirement
Retirement Readiness is on the minds of many. No matter a person’s age, retirement planning is imperative regardless of preparing to leave the workforce in the next 5, 10, 20, 30 or 40 years. This understandably is an important topic for employers and their employees as well. This course is designed to provide a roadmap of the different avenues available to individuals, both through their employer and directly, to prepare for retirement.

Our speaker will discuss:
• How one saves for retirement amidst life’s other priorities
• A variety of employer retirement plans and savings options outside of employer-sponsored retirement plans or if no employer plan is available, i.e., state savings plans, IRAs, etc.
• Types of investments and rule of thumb for allocations based on timeframe for retirement
• If an HSA-qualified medical plan is available as a healthcare option, the advantages of contributing to the Health Savings Account with an eye toward retirement savings

TOP TAKE AWAYS
• Developing a budget and personal planning
• Savings vehicles and investments options available
• Planning for expenses in retirement

PROFESSIONAL DEVELOPMENT CREDITS
CEBS - qualifies for 1 hour of CPE
HRCI - requested 1 HR (General) credit
SHRM - valid for 1 PDC
ASPPA - qualifies for 1 hour of CE

Jan 8, 2020 11:30 AM in Pacific Time (US and Canada)

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Speakers

Cynthia Boman Thompson, MS, CFP
President @Financial Planning Association of Oregon and SW Washington
Cyndi is a licensed Certified Financial Planner™ and President for the Financial Planning Association of Oregon and SW Washington for 2020. She holds a MS degree in Financial Planning from the College of Financial Planning as well as a BS in Business Administration from the Leeds School of Business at the University of Colorado. Cyndi’s financial planning advice has been quoted in Forbes, USA Today, TheStreet and CNBC among other publications. She has had dozens of financial planning articles published in the last 20 years on a variety of topics and has been a seminar presenter at local, national and international conferences.