Your Roadmap to Retirement: Strategies for Early & Mid‑Career Professionals

Retirement can feel far away, but the choices you make in the earlier years of your career have an outsized impact on your future. In this session, Matt Mormino, CFP^®, will walk through steps you can take today to build a strong foundation, make the most of your workplace retirement plan, and keep your long‑term goals on track.

You will learn: 

• How to set clear retirement savings goals that make sense for your stage of life
• Smart strategies for using your workplace plan, including employer match and automatic features
• The tradeoffs between pre‑tax and Roth contributions, and why they matter over time
• How to balance competing priorities like student loans, building an emergency fund, and investing for the future
• Practical next steps you can take this year to strengthen your retirement plan