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Retirement Planning Lunch & Learn

(Education/Training/Seminars)

May 15
Noon
Basic Science Building, Room 451
2013-05-14
Enoch Booth 843-343-7400 enoch.booth@valic.com

Free Retirement Planning Lunch and Learn

When: May 15, 12pm
Where: Basic Science Bldg. Room 451
Leaders: Enoch Booth and Mark Taylor,
Retirement Planners, 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
(Enoch and Mark are familiar with your SCRS benefit)

How to register:
Email Enoch Booth at enoch.booth@valic.com or call him at 843-343-7400 to register. Lunch will be provided by Atlanta Bread Company. Please indicate any dietary restrictions that you may have.

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 seminar is in response to that request. We hope to see you in the session.

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