Am I On Track Financially?

For your convenience, this 45-minute webinar will be held at 4 PM ET on Wednesday, August 13, 2014.    

Am I On Track Financially?

As the saying goes, “If you don’t know where you’re going, any road will get you there.”

Everyone has a set of personal circumstances that are all their own, but one thing is clear. As you advance from one stage of life to the next, the financial issues that you confront and their relative importance to one another will likewise evolve over time.   That’s why it’s important to have a plan and continually monitor it over time so that you can make necessary adjustments along the way.

Building on last month’s Retirement Planning webinar, we will discuss the risks of relying on “rules of thumb”, and utilize case studies to demonstrate how to use the retirement calculator available on the EY Financial Planning Center® (EYFPC).  We will then discuss courses of action to get you on track, and stay on track for retirement.

The EY Financial Planner Line® will be available after the webinar for any follow-up questions you might have on employee benefit decisions or to address any other financial concerns you might have.


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