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Rinky Dink Headquarters

154 Cordaville Rd.

Southborough, MA 01772

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Planning Your Financial Future

The Planning Your Financial Future workshop helps employees develop a retirement goal(s), as well as a savings and investment strategy to reach their goal(s). This workshop focuses on Company-provided retirement and wealth-building benefits (401(k), 403(b), Pension, Employee Stock Purchase Plans (ESPP), Stock Options, Flexible Spending Accounts (FSA), Retiree Healthcare, etc.) and strategies to integrate these benefits with personal financial goals.

This workshop addresses:

n how much money an employee will need in retirement

n how much an employee should be saving to achieve his/her goal(s)

n where an employee can find the money to save for retirement

n how to develop a savings and investment strategy using Company-provided retirement and wealth-building benefits, Roth IRAs, and other personal savings

n how to save for retirement while continuing to meet other financial obligations (mortgage, new car, education funding, credit card debt, etc.)

n how to build a diversified portfolio using the investment options within the 401(k) Plan

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Date and Time

Location

Rinky Dink Headquarters

154 Cordaville Rd.

Southborough, MA 01772

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