Planning for Retirement & Asset Allocation

Planning for Retirement Planning for retirement is an important part of someone’s long-term financial well-being. This presentation outlines a retirement strategy that includes assets (Growth, Access, Predictable Income) and income alignment (4-box Strategy). Presentation also discusses the importance of envisioning your retirement, estimating your budget, and building your nest egg. Risks during retirement (longevity, inflation, market volatility, health care, excessive withdrawals) are highlighted. At the end of discussion, you should have enough knowledge and confidence to begin developing a retirement plan. This topic is part of a comprehensive, multi-part Financial Education seminar program. Asset Allocation Understanding the asset allocation principles is critical to a person’s long-term well-being. This presentation provides a general outline of asset allocation and a summary of what is meant by conservative, moderate and aggressive asset types. A discussion of asset allocation during your working years and how it may be different during your retirement years is highlighted. Personal risk profile is also offered. At the end of discussion, you should have enough knowledge to understand the difference between different types of assets as well as the benefits and risks associated with each. This topic is part of a comprehensive, multi-part Education seminar program. e is also offered. At the end of discussion, audience should have enough knowledge to understand the difference between different types of assets as well as the benefits and risks associated with each. This topic is part of a comprehensive, multi-part Empolyee Education seminar program.