Retirement Planning Lunch & Learn
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:
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 firstname.lastname@example.org 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.