ARCHIVED RECORDING

Saving For a Prosperous Retirement with a
Tax-Deferred 403(b) Plan

AAFCS Webinar Crosswalk

Check with your state or district to see if this webinar is approved for CEU credit!

 

Do you want to be prosperous when you retire? 
Are you eligible for a Tax-Deferred 403(b) Retirement Plan?
Are you in one now?
Do you teach personal finance, including investing and retirement planning?

If you answered yes to any of these questions, this webinar is for you.

If you are eligible for a tax-deferred retirement savings account, you have decisions to make.   Already invested in one? You too have decisions to make.  And regardless of your age right now, these decisions may very well determine whether you will be prosperous in retirement or not.

This is your opportunity to learn from an expert in 403(b) plans how to make smart decisions regarding your plan and set yourself up for the future.

Gain valuable information at this educational webinar (1.5 PDUs):

Saving For a Prosperous Retirement with a
Tax-Deferred 403(b) Plan

Presented by Barbara O'Neill, PhD, CFP, CFCS, CFFE

Archived Recording:  90-minute program

Register Now!

$35 for AAFCS members ($50 for non-members)

Use our Bundled Pricing Discount to save on registration!

Actively managing our personal finances can be a daunting task….and many of us put it off out of fear, lack of confidence in our knowledge, or due to time constraints.  But when it comes to the retirement plan available to you through your employer, the consequences of delaying action can be significant.

Having access to a tax saving 403(b) plan already gives you an advantage that most workers in the U.S. will never have.  Benefits such as these are dwindling as employers search for ways to cut costs, so you should take advantage of this option while you can.

However, not all 403(b) plans are created equal!

How can you tell if yours is a good plan or a poor one? (Learn about the numerous reports documenting how school administrators have made unwise choices on behalf of their employees.) 

What can you do if you discover that it is not up to par?

This webinar will answer these and many more questions you may have such as:

• How and when should you start taking money out of your plan?
• Can you have both a retirement plan and an IRA?
• Should you invest in stock funds or bond funds?
• If your spouse has a better retirement plan, what should you do to maximize the benefits to your household?

This webinar will guide you through the maze of decisions and will simplify terms such as asset allocation strategy, rebalancing, plan expense ratios, matching contributions from employer, dollar cost averaging, and many more.

The main goal of this webinar is to help you—or those you teach—make the best decisions for your future.

Invest 90 minutes now and achieve financial security for your golden years!

About the Presenter: Dr. Barbara O’Neill, CFP®, CFCS, CPFFE, is Extension Specialist in Financial Resource Management for Rutgers Cooperative Extension.  Barbara provides national leadership for the Cooperative Extension program Small Steps to Health and Wealth.  Over 38 years of experience as an FCS professional, she has written more than 1,500 articles and is author or co-author of 8 books.  As a 403(b) retirement savings plan investor herself for most of her career, she has studied these plans extensively and wants to share what she has learned.

Who should register?  FCS professionals who are teaching personal finance topics, including investing and retirement planning, and anyone who wants to achieve financial security in later life.  

How does an archive work?  Once you register for the archived event, you will receive a confirmation email that will contain log in instructions for viewing the event.  You may choose the day and time that you view the event, but please be aware that registration gives you access to 1 viewing only.

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100% Refund if You're Not Satisfied

We believe you will find our professional development events to be of high quality and unique value.  Our goal is to provide you with a great online learning experience.  Our webinar tool is very easy to use and we offer technical support before and during our events. However, if you should encounter technical difficulties during the webinar that impede your learning in any way, we will either correct the problem or refund 100% of your registration fee. 

Our webinars will be available through the archive for 1 year from the date of the live event. During this time, the customer is at liberty to choose the day and time that they view the archive.  No refunds will be given for non-attendance.

AAFCS Virtual Professional Development:  Get Inspired. Get Jazzed. Get With It.  

Register Now! 

$35 for AAFCS members ($50 non-members)  

If you work at a higher ed institution and would be interested in using this webinar as content in your classes, please contact Daila Boufford for information on special site license rates!