Your Roadmap to Retirement: Strategies for Early & Mid‑Career Professionals
Join us on Monday, March 30 at 1-2pm PST | 4-5pm EST
Presented by Matt Mormino, CFP®
Retirement can feel far away, but the choices you make in the earlier years of your career have an outsized impact on your future. In this session, Matt Mormino, CFP®, will walk through steps you can take today to build a strong foundation, make the most of your workplace retirement plan, and keep your long‑term goals on track.
You will learn:
- How to set clear retirement savings goals that make sense for your stage of life
- Smart strategies for using your workplace plan, including employer match and automatic features
- The tradeoffs between pre‑tax and Roth contributions, and why they matter over time
- How to balance competing priorities like student loans, building an emergency fund, and investing for the future
- Practical next steps you can take this year to strengthen your retirement plan
Register for this webinar:
Meet Your Presenters
Meet OpenPlan®
OpenPlan® is a premier retirement plan advisor to companies across the country, providing fiduciary investment advice and plan consulting to businesses. We offer an individualized engagement approach to meet each employee where they are on their journey to financial confidence. From one-on-one consultations with an Advisor to financial education seminars, our employee engagement is customized to each company’s unique needs.
For individuals who need a personalized plan, OpenPlan® offers a partnership with a CFP® advisor to build a comprehensive financial plan customized to your goals, providing you with peace of mind as you navigate life transitions and empowering you to pursue the things that matter most.
This content is for informational and educational purposes only and should not be construed as individualized advice or a recommendation for any specific product, strategy, or course of action. Brighton Jones, its affiliates, and employees do not provide personalized investment, financial, tax, or legal advice through this communication. This material is not intended to, and does not, create a fiduciary relationship under ERISA or any other applicable law. For individualized advice tailored to your specific circumstances, please consult with your adviser.
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