Retirement Planning 101 with John G. Ullman & Associates

Taking the first steps toward retirement planning can feel overwhelming, but understanding the fundamentals makes all the difference. Join financial professional Shawn Twigg, CFP®, Senior Associate Advisor for an informative session designed to help you build a strong foundation for your retirement strategy.

This program will explore the different types of retirement accounts available, how contribution strategies can impact your long-term savings, and key tax considerations that may affect your retirement planning decisions. Whether you are just getting started or looking to better understand your options, this session will provide practical insights to help you plan with confidence.