Synergy Group Blog

Why you should attend a retirement planning class

Why you should attend a retirement planning class

Article Date June 2018

When planning for your retirement, it’s good to know that you don’t have go it alone. A financial advisor can help you to set your financial goals, recommend the right mix of investments for your retirement portfolio, and keep you on track so you will have enough money to live comfortably through your retirement years.

One of the best ways to get acquainted with a financial advisor is to attend a retirement planning class or benefits meeting. Retirement planning workshops are becoming popular across the country. Most of these workshops are free and are offered at locations close to where you live.

During a financial planning workshop, a financial advisor will cover a wide variety of topics, ranging from retirement income strategies to estate planning and transfer of assets to the latest tax laws and much more. You’ll come out of the workshop with a wealth of information that will help you to better plan for your retirement.

If you are looking for retirement planning help, here is why you should block time on your calendar for one of Synergy Group’s retirement planning workshops.

  • Real-time feedback. You’ll have an opportunity to ask questions in real time and get helpful feedback from one of our financial advisors as well as other workshop attendees.
  • Inspirational stories. One of the great things about workshops is that they allow the attendees to share their personal stories. You’ll learn how other likeminded people are planning for their retirements. Plus, hearing about other people’s successes can motivate you to set and reach your own retirement goals.
  • Meet a financial expert face-to-face. After the workshop, you’ll have a chance to meet one of Synergy’s financial advisors and make an appointment for a future consultation.

To get the most out of a retirement planning workshop, make sure you follow some basic guidelines. Prepare a few questions in advance: think about some of the retirement concerns that are keeping you up at night. Bring along a notebook so you can take notes. Get to know the other attendees by doing a little networking. Turn off your smart phone so you can give the workshop your full attention. And have fun! When you are enjoying yourself, it’s easier to learn and retain information.

It’s essential to have a solid financial plan if you want to enjoy a worry-free retirement. You can get off to great start by attending one of Synergy’s upcoming retirement planning classes.

Synergy Group is an independent financial services firm dedicated to helping individuals devise effective retirement strategies utilizing a variety of investment and insurance products that are customized to meet their needs and objectives. For more information on retirement planning, contact Synergy Group at 412-673-7760.

Investment advisory services offered through Global Financial Private Capital, LLC. This material is for informational purposes only. It is not intended to provide tax, accounting or legal advice or to serve as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters.

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