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WEBINAR

Retirement Planning Roundtable Discussion


Friday, March 8 | 10:00-10:45 am PST /  1:00-1:45 pm EST

It may seem like there are countless questions to consider as you plan for retirement. Some questions you may be wondering could include:

  • When can I retire?
  • How much will I really need?
  • Am I on the right track?
  • How much should I be setting aside?
  • Should I contribute to a Roth or traditional account?
  • Do my retirement plan investments match my goals?

 

Bring your burning money questions, we’re putting our BrightPlanners on the hot seat in this panel discussion. Our panel of financial planners will share answers to the top retirement questions people are asking right now. This is an all ages and life stages event.

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Friday, March 8 | 10:00-10:45 am PST /  1:00-1:45 pm EST

It may seem like there are countless questions to consider as you plan for retirement. Some questions you may be wondering could include:

  • When can I retire?
  • How much will I really need?
  • Am I on the right track?
  • How much should I be setting aside?
  • Should I contribute to a Roth or traditional account?
  • Do my retirement plan investments match my goals?

 

Bring your burning money questions, we’re putting our BrightPlanners on the hot seat in this panel discussion. Our panel of financial planners will share answers to the top retirement questions people are asking right now. This is an all ages and life stages event.

Presenters:

Melody Wright, PhD, AFC®, CFEI
Financial Wellness Consultant

Cherie Stueve, PhD, CFP®, AFC® FFC® FBS
Financial Wellness Advisor

Scott Spann, PhD, CFP®
Sr. Director of Financial Education

Daniel Lee, CFA®, CFP®
Dir. of Financial Planning and Advice

Recognized by the best

Logos for Forbes, Wall Street Journal, CNN Money, HR Technologists, 401K Specialist

BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan and Plancorp ADVs for additional important information. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of Prumentum Group, Inc., the parent of BrightPlan LLC. BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition.

© 2024 BrightPlan LLC

BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan and Plancorp ADVs for additional important information. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of Prumentum Group, Inc., the parent of BrightPlan LLC. BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition.