Take Charge of Your Future
Make the financial choices today that will shape the life you’ll live tomorrow.
What you’ll do
Here’s what we’ll cover during our interactive session.
Welcome and introduction
Michael Kimmel, CEO, RPB
Goal setting and spending
Dennis Gump, Workplace Financial Consultant, Fidelity Investments
- Define what matters most
Clarify financial goals for today and the future. - Understand trade-offs
Balance priorities such as saving for retirement, supporting your family, and lifestyle spending.
Key financial decisions that shape the future
Dennis Gump
- How much to save
Use your retirement plan and catch-up contributions to maximize savings while your earnings are the strongest. - How your money is invested
Diversification, asset allocation, and rebalancing help manage risk. - Cover the essentials
Put core estate documents and beneficiary decisions in place.
Tax considerations that will affect what you keep
Amy Brackett, Chair, RPB Investment Committee
- The role of tax-deferred, tax-free, and taxable accounts in retirement income.
Grow with your plan
Michael Kimmel
- Learn how to get the most out of your RPB Plan.
Closing & next steps
Stephanie Berger, CMO, RPB
- Pulling it all together
Practical next steps for saving, investing, protection, and long-term planning. - Where to get help
Resources to help you keep building your financial plan.