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13 March
WEBINAR: Financial Planning for Engineers: Chart Your Course to a More Confident Retirement


Are you an engineer in your 40s, 50s, or 60s approaching or planning for retirement? This informative webinar will equip you with the knowledge and tools to navigate the complexities of financial planning and retirement planning.

Join us and gain valuable insights on:

  • Developing a personalized retirement roadmap: We'll guide you through setting realistic goals, estimating your retirement income needs, and exploring various investment strategies.
  • Investment strategies for engineers: Learn about investment options tailored to your risk tolerance and time horizon, including traditional IRAs, Roth IRAs, 401(k)s, and more.
  • Maximizing Social Security benefits: Understand your eligibility, claiming options, and how to optimize your Social Security benefits for your retirement income.
  • Debt management and tax planning: Discover effective strategies to manage existing debt and minimize your tax burden throughout retirement.

This webinar is specifically designed for engineers considering their unique financial circumstances, including how to build a financial plan that factors in cash flow management, investment management, health care (today and in the future), taxes, and a plan for your loved ones.

Don't miss this opportunity to take control of your financial future and approach retirement with confidence.

Register today! Space is limited.

Upon registration, you will receive a join link for this online event. 

Date and Time

Wed, Mar 13, 2024

12:00p - 1:00p EST


Online Webinar


Event Registration