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.