Interactive, self-paced, training in financial and retirement planning for employees with 10-25 years to retirement. Don’t procrastinate — it will be hard to catch up. Expand priorities to meet changing family needs. Learn how to manage money for short-term goals and invest with a long-term strategy. Maximize contributions to your retirement savings so they can grow before you need them. Develop a Personal Financial Plan with a step-by-step guide written by Debbie Mason, a CERTIFIED FINANCIAL PLANNER professional.

• Plan a tax-smart savings strategy for 401(k), 403(b), 457(b), IRA, Roth IRA and college savings.
• Compare mutual funds and exchange-traded funds (ETF’s).
• Itemize current and planned savings.
• Calculate potential savings growth to see if you need to save more.
• Learn about the potential risks and returns of cash, bonds, stocks, and international investments.
• Learn how to balance risk and return and how to choose and allocate investments for short-, intermediate-, and long-term goals.
• Learn about rollover options to and from retirement accounts.
• Learn key estate planning steps.

Certified Financial Planner Board of Standards Inc. owns the certification mark above which it awards to individuals who successfully complete initial and ongoing certification requirements.