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Retirewise, a MetLife program

Thursday, March 21, 2019, 5:00 PM


FREE FOR GU FACULTY & STAFF | Lunch provided As a foundation to MetLife’s PlanSmart® workshop series, Retirewise®, an award-winning program, can play an important and fundamental role in your employees’ financial and retirement planning. The program delivers objective information that covers a broad spectrum of financial and related topics from basic investing concepts to the importance of having a will.  How to plan and save to reach your financial goals shouldn't be a mystery – retirewise workshops can help. During this one-day, four-part seminar, you'll cover all the bases and come away with a clearer path to retirement. Section 1: Building the Foundation  Envision the retirement you want and how you will finance it based on current and future retirement trends. We will cover the financial basics and budgeting for retirement.   Topics include:  - Personal retirement aspirations - Understanding the impact of compounding and inflation - Having a tax-diversification strategy   Section 2: Creating and Managing Wealth Learn about the principles of investing and the general rules of accumulating wealth and understanding the risks you need to manage.   Topics include:  - Investment guiding principles, including asset allocation and portfolio diversification  - Understanding and managing different kinds of risk - current and projected budgeting for retirement  Section 3: Your Retirement Income Stream  Learn how to structure a retirement income stream to address your retirement wants and needs. Topics include:   - Shifting the focus from accumulation to distribution - The retirement income planning process - Managing your retirement assets to help provide income for life   Section 4: Making the Most of What You Have Review your employee benefits and look at the basics of estate planning, wills and trusts. Topics include:  - Your benefit plan - Protecting against unexpected expenses - Estate planning basics

Tickets: https://www.eventbrite.com/e/retirewise-a-metlife-program-tickets-57796055558?aff=aff0eventful

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37th and O Sts. NW
Washington, DC 20057

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