Retirement Planning Strategies for Professionals in Their 30s and 40s

Are you on track for the retirement you want? If you’re in your 30s or 40s, now is the time to take control of your financial future.

Join the OpenPlan team for an insightful retirement planning webinar, presented by Matt Mormino, CFP^® and Heather Thiessen.

During this virtual event, we break down the key steps to building a strong retirement plan, like establishing realistic retirement savings goals, maximizing employer contributions, Pre-Tax vs Roth considerations, and investing your money in a way that aligns with your goals. You’ll walk through pressing financial questions including:

• How much do you really need to save to achieve your retirement goals?
• How do you know if you are on track?
• What are the benefits of Pre-Tax vs Roth savings vehicles? Which is right for you?
• How does a 401(k) fit in and what are considerations for rolling over old retirement accounts?
• What are other investment strategies you could be using to grow your wealth?
• What else (outside of saving and investing) goes into a well-rounded retirement plan?

Don’t leave your retirement to chance. The decisions you make today will shape your financial security in the years to come.