Will you have enough to retire comfortably? Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.

This workshop hosted by FSAP in conjunction with our partners at Elevations Credit Union.

Learning Outcomes  

Participants will be able to:

• Recognize factors that influence when you should retire and how long your retirement could last
• Learn how to "crunch the numbers" by estimating your retirement expenses and retirement income, while factoring in inflation and taxes
• Learn how to put together a retirement road map using tax-advantaged savings vehicles like IRAs and 401(k)s

Who Should Attend

This workshop is intended for any CU Boulder faculty or staff member who wants to learn more about retirement options and how to make best use of assets for the long term financial planning

•  Date: Wednesday, May 5, 2021
•  Time: 12:00-1:00pm
•  Location: Zoom 

Cost

There is no cost to attend.

Instructor(s)  

Jorin Bale

Jorin is most passionate about developing personal relationships with clients in order to help them work towards their financial goals using a financial planning process.  Jorin Bale is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union since 2012, and has been in the financial services industry since 2001. Jorin and his wife grew up in the Seattle area, where he attended Western Washington University in Bellingham, Washington.  He and his wife moved to Broomfield in 2008, where they have settled with their two daughters.  Jorin is passionate about community engagement and volunteers with Broomfield FISH, Meals on Wheels, and the Elevations Foundation.  Jorin also loves teaching and teaches financial literacy through the Elevations Reality Check for Youth Committee and English as a second language through Intercambio.  Jorin and his wife enjoy family trips, taking their daughters to various states and National Parks across the United States.