CWA Local 9333 wants its members to be thinking about their future. We are proud to partner with Monarch Wealth and Finance Management and promote their retirement workshop for our members. There are several dates and times, so find which one works for you and learn about making your retirement a better, easier option for you.
Get to know what affects YOU.
Whatever is keeping you up at night is often the unknown. Join us for a Q&A addressing some of the biggest top of mind concerns. This will be informative for anyone looking to ensure they are doing all they can now to help avoid mistakes, take advantage of tax benefits and learn to optimize their 401k.
This event is suited for people both years away from retirement and those approaching retirement.
If you’re not sure if it will benefit you, consider this. When asked if meeting with us was helpful the consistent sentiment we are told is “We wish we met with you years ago.” It makes sense because we are not taught about any of these things in school.
Some of the key questions will include:
- How can I make the most out of my 401k?
- What one thing should I do now?
- Should I save in a Roth Ira or Traditional Ira outside of my 401k?
- Do I need a Living Trust?
- How can I protect myself if my parents have expenses, they can’t afford? This is a big problem.
- Do I need Long Term Care insurance?
- Is my lump sum safe?
- When is the best time to retire?
- When should I start drawing Social Security?
- Should I take an early out package?
- Will I be able to replace my paycheck at retirement?
- I want a divorce what should I do to prepare?
Please RSVP by clicking the links below or call us 855-529-401k.
Join us to get answers to all of your Retirement Questions
What can Monarch do for me?
We are a group of Investment Representatives who specialize intransition planning.
We help telecom employees in 4 key areas:
- What can I do now at this stage in my life to help ensure I am going to be able to retire when I choose to.
- What to do now to preserve your Pension lump sum, 401(k) and/or Savings plan.
- How to plan your retirement around Interest Rates, contract changes, market uncertainty, early retirement packages, layoffs and changing benefits.
- Putting together a retirement plan, The Navigator, which will give you a comprehensive look at your financial picture and income potential.
To request a complementary Navigator or learn about our upcoming workshops please call:
855-529-401k
Or visit our website: www.monarchwealth.com
