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Visualize Retirement

Financial Planning & Advice Recording

• Understanding the different phases of retirement
• Decumulation of your savings and asset allocation
• Social Security and your legacy

Additional Resources

Recording Resources

Get Started Saving for Retirement

In this first video of a three-presentation series, we will cover: • Why save for retirement and how to get started with your workplace plan • How much you should contribute to your plan to make sure you're saving enough for your future • Accessing your money and the different options available to you • Basics of investing your savings — After this, we suggest watching "Foundational Investing" and "Roth & Pretax Savings, Which Is for Me?".

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