Event box

YOU GOT THIS! Planning for Retirement (In-Person or Online) In-Person

Wednesday, September 27, 2023
6:00 pm - 7:30 pm, Eastern Time - US & Canada (change)
Alvin Sherman Library: Second Floor, Room 2053
You Got This!
  Adults     NSU Sharks  
Career, Business, Financial Literacy   Discussion / Lecture   In-Person   Online / Virtual  
Registration has closed.

About the Event

During this session, Chris Rios, a CERTIFIED FINANCIAL PLANNER™, will share and review the key components that have help those of all ages reach financial independence.

You will learn about:                                                         

  • Risk management to protect the accumulation of your assets.
  • Debt management strategies.
  • Cash flow & Income strategies to help reach your retirement goals. 
  • Saving/investing vs paying down debt.
  • The fundamentals of asset management and investment strategy depending on your proximity to retirement. 
  • Social Security and Medicare Basics to consider. 
  • How one transitions out of the wealth accumulation phase into a distribution strategy. As we enter retirement we no longer have employment income, and begin spending down the assets we’ve saved. How does one navigate this life change from an investment strategy standpoint to outlive their money. 

Refreshments will be served.

Click on  Begin Registration  below for in-person attendance or click here for Zoom registration.

Presented by the NSU Alvin Sherman Library, these workshops are designed to inspire and educate you to become personally and professionally successful.

Related LibGuide: Financial Literacy and Entrepreneur Education Workshops by Mihaela Micu

Direction to the Alvin Sherman Library