At some point, everyone asks the same question: Am I saving enough for the future? Whether retirement feels far away or suddenly very real, understanding your options now can make all the difference. This workshop breaks everything down into simple, practical steps so you can understand your options and start building a plan that supports the future you want.

You’ll learn what different retirement accounts actually are, how they work, and how to choose the ones that make the most sense for your situation. We’ll cover common options like Traditional and Roth IRAs, 401(k)s, 403(b)s, and employer-sponsored plans, along with the tax advantages and matching opportunities that can help your savings grow faster.

You’ll also explore contribution limits, catch-up rules, and long-term strategies that can help you make the most of your money, whether you’re just beginning to save, getting back on track, or looking to strengthen the plan you already have.

Hybrid Format

This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.