Event Calendar

Thursday, July 25, 2024

AGC Select 401(k): Financial Wellness Webinar - Get Ready to Retire 7/25/24

Start Date: 7/25/2024 11:00 AM EDT
End Date: 7/25/2024 12:00 PM EDT

Venue Name: Virtual with Live Presenter

Location:
VA  United States  23059

Organization Name: AGC Select 401(k)

Contact:
Marcus Fair
Email: MFair@rwbaird.com
Phone: (713) 296-8015


RETIREMENT. MAKE IT YOURS.

While the transition to retirement can be complex, it can also be rewarding. Whatever your retirement dreams, Transamerica is here to help you pursue them.

Join Transamerica for an informational webinar to learn about strategies for transitioning into retirement, and the questions you should be asking now to prepare.

Specific topics to be addressed include:

  • Lifestyle: While retiring from something, do you have a clear understanding of what you are retiring to?
  • Income: Without a paycheck, what will be your income sources, how can they be maximized, and how long will they last?
  • Investments: While you have spent a lifetime accumulating, how should you adjust this strategy for income?
  • Health Care: Without a health plan through work, how will you leverage the A, B, C’s, and D’s of Medicare?
  • Legacy Planning: We’ll all leave a legacy. What role should wills, trusts, powers of attorney, advance medical directives, and beneficiary designations have in your plan?
In reviewing these areas, the goal is simple: to help you retire on your terms and on your timeline.


Leverage Your Community

We are a powerful community of over 500 member companies, which means you have access to a robust network. AGCVA members are people just like you; they face the same challenges, are ready to share ideas, and who care about your success. No matter your role, experience level, or interest, we have something for every member of the construction community.