18 March
Lunch & Learn on Zoom | What's Next for My 401(k)


You have been a good saver and have faithfully contributed to your 401(k) for years. Now you are wondering if you are taking the right steps to ensure that your 401(k) will be sufficient to meet your future needs.

You might be asking yourself What's Next if:
  • You recently started a new job
  • You recently retired
  • You selected a target date fund when you started your 401(k) and have not updated investment options since
  • You left your 401(k)s at a previous employer
  • You are fully funding your 401(k) to the contribution limit but you want to save more for retirement. 
You probably signed up for a 401(k) when you started your job because it was the right thing to do. Unfortunately, many of us make the mistake of "set it and forget it." Starting a 401(k) is an important step but, regularly asking yourself "What's Next for my 401(k)" as you go through career and lifestyle changes is equally important. 

Tom loves to be the financial answer guy and Retirement Saving is one of his favorite topics so come with your toughest questions and he will do his best to give you answers.

Have friends or family with questions as well? Great! Invite them to join us for this interactive Lunch & Learn.

Date and Time

Thu, Mar 18, 2021

12:00p - 12:30p MST



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