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Retirement Planning Workshop with VALIC

(Announcements/Newsletters - University)

March 26
12:00 pm
Harborview Office Tower, Room 803
University Benefits

Retirement Planning Workshop

When: March 26, 12 Noon
Where: Harborview Tower, Rm 803
Leaders: Enoch Booth and Mark Taylor from VALIC

What you can expect to receive: All participants will be guided through a process that will produce a personalized roadmap to a secure retirement called a Financial 360 Plan. This Financial 360 document will help you with:

- Asset allocation
- Contribution level
- Risk management
- Income planning

What you need to bring:

- Knowledge of when you hope to retire
- Knowledge of your required income level in retirement
- Knowledge of all retirement plans that you have, including most recent statements
(presenters are familiar with the SCRS)

Note to participants: Recently board members from the SCRS met with and instructed VALIC's upper management to instruct their advisors to provide more financial planning opportunities for SCRS employees. This is our attempt to comply with that request. We hope to see you in the session.

Reservations: If you want to reserve a seat, feel free to e-mail Enoch Booth at to indicate your plan to attend. Or, if you prefer, walk-ins are welcome.

171 Ashley Avenue · Charleston SC 29425 · (843) 792-2300