The power of your 401k

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1h
Up to
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Online via Zoom

No materials needed

Who’s this for?

Everyone

Prerequisite

None

Description

Did you know that your 401k has superpowers? Come to this session and learn why an employer retirement plan is the most efficient and effective way to save. 

During this workshop we will cover:

  • What does tax deferred saving really mean?
  • What are the contribution limits for my 401k and how does the employer match work?
  • When starting to invest, should I max out my 401k or have other accounts as well?
  • What's the difference between a regular 401k and a Roth 401k?
  • What are my 401k choices if I switch jobs?
  • As my income grows, how do I contribute more to my accounts? In which order?
Smart Sister Finance

About

Smart Sister Finance

Bridget Jones is the Founding Sister of Smart Sister Finance and she believes strongly that through financial knowledge and conscious choices, you can reach any life goal. Bridget’s superpower is making complex concepts easy to understand and, in her classes and coaching sessions, she makes finance accessible, achievable and fun. Her tenacity and engaging style have helped clients make life-changing decisions about their money and their purpose.

Bridget was a Certified Public Accountant for 15 years and held executive level roles at Clif Bar & Company, Potbelly Sandwich Works and Whole Foods Market. She now uses her professional and personal experience to coach others on their finances. Boost your money confidence and unlock your life choices by attending a Smart Sister Finance session today.

Photo of Bridget Jones, founder of Smart Sister Finance


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They've worked with people at

Fivetran
Motorola solutions
Exelon Foundation
Clif bar
Potbelly Sandwich Shop
Whole Foods Market

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