Event Details

They are all occurring next Tuesday, 11/9/21 in the San Juan Summit Building and require supervisor permission to attend. The Vanguard classes will be LIVE only (not recorded), but the Prositions courses will be recorded and posted later on PNMForYou.com:

7 – 8 a.m. Vanguard – Protect your Future with Lisa Cain

How to protect your retirement savings for the future:

What is the best way to protect my savings?

How can I avoid taxes and potential tax penalties?

• Who can I talk to about my distribution options?
• Participants leaving the company are provided an overview of their options moving forward, including rollovers, IRAs, and company stock options.

8 – 9 a.m. Prositions – Retirement - Financial Considerations - Risks - Security – Tools with Kevin Lyles

9 – 10 a.m. Vanguard – Retirement Income (Forever Saturday) with Scott Alop

Switching from earning a paycheck to living off your retirement savings and Social Security is a big change. If you’re within a few years of retiring, learn how you can turn your savings into a steady paycheck:

• How much will my retirement cost?

Where will I find the money to pay for retirement?

How do I make my savings last as long as my retirement?

How do I invest my money during retirement?

10-11 a.m. Prositions – Retirement Health, Wellness and Leisure Planning with Kevin Lyles

11 – Noon Vanguard – Timeline to Retirement with Lisa Cain

Did you know there are seven retirement milestones related to your age? If you’re within 15 years of retiring, attend this webinar and learn about what these milestones are and how they’ll affect your retirement.