Tag: Participant

Please Join Us for a SRP Participant Education Webinar

 

Attention all SRP Retirement Plan Participants!

REGISTER NOW for the second event in the 2019 Participant Education Webinar Series!

As advisors we’re often asked questions like:

  • “How much is enough?”
  • “Will I ever save enough?” 
  • “When is enough really enough?!”

It’s important to identify your retirement savings goals so you know what you’re aiming for. These goals can vary greatly; there’s no “one size fits all” approach. SRP invites you, our Retirement Plan Participants, to join our advisors, Shannon Maloney (Managing Director, Michigan) and Lisa Petronio (Managing Director, Upstate New York) for a 30-minute live event where we’ll explore the realities and bust the myths of retirement goal setting. We’ll share tips on how to set realistic goals and, most importantly, take steps throughout your career to pursue them. Retirement Plan

Participants: Join our webinar on Tuesday, May 7 @ 1:00 EST / 12:00 CST / 11:00 MST / 10:00 PST.

Register in advance: https://tinyurl.com/SRP2Q

Even if you cannot attend the meeting live, a recording will be made available to all registrants.

 

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

New Participant Education Webinar Series for 2019!

Plan Sponsors:  The following message is intended for you as well as the participants within your retirement plan.  Will you please help us share the great news about the 2019 Participant Webinar Series by forwarding this announcement to you participants and eligible employees?  Thank you!

Dear Valued Retirement Plan Participants:

We meet with you, our MVPs (Most Valuable Participants), for group meetings and one-on-ones and have helped many of you enroll in a 401(k) for the first time. We’ve strategized about your retirement goals and encouraged you to keep saving, even during stressful financial situations. As a result, we’ve delighted in celebrating many retirements along the way. At SRP, we take pride in truly understanding what your needs and goals are, as well as what questions and concerns you may have during your retirement planning journey. We have valuable knowledge and we want to continually share it with you! Our upcoming Participant Webinar series will make it possible to share information and deepen our relationship with you, our MVPs.

Retirement Plan Participants:  Please join us on Tuesday, February 5th at 1:00 pm EST / 12:00 pm CST for our first webinar: “The Market Is Down, Now What?!” Click here to register. 

A rocky few months for the stock market has created worry among investors, and it’s not over yet. Many investors opened their 2018 year-end 401(k) statements and did not like what they saw and may be worried about what’s to come in 2019. You may be asking:

“Should I adjust my contributions?” “Should I change my investments?” “How does my age factor in?” “What do I need to know during times of market volatility?”

Join Greg Gavran (Managing Director, Wisconsin) and Sarah Krapec (Director of Participant Education) for a 30-minute webinar to address your most pressing questions related to the ups, and especially the downs, of today’s market. We’ll discuss target date funds, age considerations as well as explore when “staying the course” really makes sense.