Financial Education Series: Retirement Investing & Tax Efficiency

How much do I need to save in order to retire? The answer is complex and simple at the same time. In this workshop you will learn the different investment vehicles you can use to save for retirement. We will cover what retirement income style you have, which will dictate how much you can estimate needing. The other major piece of retirement? Your tax bracket, taxable accounts, and decisions that impact both. You will walk away with the base knowledge you need to work towards retiring.