Understanding Your 403(b) Plan
Instructor: John Carbonara, CFP, NXT Phase Financial Services
A seminar created for all Long Island school district employees to teach attendees how their current 403(b) retirement plan works alongside their Social Security and Pension. Learning objectives include understanding how fees can be charged, product terminology, asset allocation, rebalancing, and developing a risk profile. Attendees leave with a better understanding of the retirement asset that complements their pension and social security. This informative one-hour seminar is relevant for educators/administrators years away from retirement as well as those close to retirement. It is designed to help educators feel more in control by making this investment tangible so they understand why they own what they own.