Tune Up Your Finances: Time for a Retirement Check-In
Tuesday, January 30 | 2 p.m.
Featuring TJ Hansen, CFP®—Wealth Advisor, UBT’s Union Investment Management Group
Whether you’re in your pre-retirement years or already there (congrats!), the new year is a perfect time to check in on your retirement plan! Tune in to this informative session as our expert covers the importance of asset allocation both before and during retirement, supplementing Social Security from retirement accounts, understanding withdrawal rates, and how checking in on your expenses should be your first step.
About our presenter
A self-proclaimed Lincoln native and lifer, TJ Hansen’s motto is “Begin with the end in mind.” TJ earned his bachelor's degree with a double major in Finance and Marketing from the University of Nebraska – Lincoln and recently became a Certified Financial Planner™. TJ is a member of the Donations Committee at UBT and has completed the internal Advanced Leadership Development Program. “My favorite part of my job is the relationships I get to form with my clients, hearing about their passions and goals, and ultimately helping to create a plan for their future,” he said of his career at the bank.
This is a virtual event - link to follow.
Investments: Not FDIC Insured — No Bank Guarantee — May Lose Value
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
