Nearing retirement checklist
If retirement is finally approaching for you, or will be in the next few years, congratulations! You’ve worked hard to save for your future, and your golden years are becoming reality. Before you take the big leap into this next phase of your life, make sure you haven’t overlooked anything. Do you know how much you’ll need saved for retirement? What about making sure you don’t outlive your savings? Join us for the August webinar and learn seven important items to check off your “nearing retirement checklist” that will help you enter retirement in confidence.
Wednesday, August 18, 2021
11 a.m. CT/12 p.m. ET
Future webinar
September 15, 2021— Financing and planning for higher education
Do you have children who are planning on going to a university or trade school now or in the future? Or are you thinking of furthering your own education? Join us for the September webinar and learn five simple steps to help plan, save, and pay for higher education.
11 a.m. CT/12 p.m. ET
Other future webinar topics
- Expanding and protecting your savings
- Pay down debt and build savings
- HSAs and health care
- Reassessing finances after a market downturn
- Investing
- Women and people of color
- Protect assets, leave a legacy
- Nearing retirement checklist
- College savings and debt
- Estate planning
- Year-end tax prep and reform
- Social Security
Reference of checklist is not an exhaustive list of what you should do. It and this communication are provided as education only with the understanding that Principal® is not rendering legal, accounting, investment advice, or tax advice. You should consult with appropriate counsel or other professionals on all matters pertaining to legal, tax, investment, or accounting obligations and requirements
71% of workers say the pandemic affected their path to retirement: Principal Retirement Security survey results, December 2020.
* 2020 IMEA Star awards winner, Experiential Education category, large asset level
Investing involves risk, including possible loss of principal.
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other professionals on all matters pertaining to legal, tax, investment or accounting obligations and requirements.