Personal Finance: Retirement Planning for Everyone

Did you know that odds are you will be in the workforce less than half your life? Have you ever wondered if your finances will last in retirement? Maybe you’re getting close to retirement age or maybe you’re just starting out in your career. No matter how far off retirement is for you, you’ll benefit from this discussion with Mike McCarthy, CFP®. Join us as we discuss fundamental retirement concepts and delve into the world of retirement planning. You’ll walk away with a better perspective on your options.

WHO SHOULD ATTEND
This webinar is appropriate for:

• Individuals interested in understanding the basics of retirement planning
• Those interested in learning some simple steps to get their plan started
• Anyone looking to evaluate their current retirement plan strategy

HOW YOU WILL BENEFIT
By the end of the webinar you will:

• Understand how social security works  
• Recognize the types of qualified plans 
• Learn about pre-tax and after tax investment strategies  

PRESENTER
Michael G. McCarthy, CFP® is a CERTIFIED FINANCIAL PLANNER™ and managing director of investments for Wells Fargo Advisors in Schaumburg, IL. For more than 30 years, Mike has provided financial planning and investment advising to individuals and corporate clients. He is adjunct faculty for DePaul’s School of Continuing and Professional Studies and has taught investment planning and capstone courses for the Financial Planning Certificate Program since 2000. Mike holds a bachelor of business administration in finance from Loyola University of Chicago and earned his CFP® designation in 1990. 


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