Saving money and planning for retirement is one of the biggest concerns for people in today's world. Strong savings and a solid retirement plan will prepare you for spending more than expected, receiving less social security, and facing rising health care costs. In this program, individuals, families, and small business owners will explore savings strategies and find out about the best savings vehicles to help them be prepared for future life events. Learn about self-funded retirement options, such as 401(k)s, IRAs, and personal savings accounts, to develop a personal plan that fits your lifestyle and goals.
About Peter Truong
Peter is a motivated Managing Partner for Modern Woodmen of America. He joined the company in 2015 and became an advisor in 2016 after graduating from the Marketing program at UNG. Peter earned his way to Managing Partner in 2017 and has grown a team of 8 advisors. As a strong leader, Peter strives to train and provide knowledge to his team, individually and as a group, to ensure each advisor has the tools and skills necessary to succeed with Modern Woodmen. He is a native of Gainesville, GA. He is first generation Vietnamese, as his parents moved to the US from Vietnam in 1988.
About Alexandria Williams
Alex is a motivated Financial Representative for Modern Woodmen of America. She joined the company in 2020 to become an advisor after making a career change from Agriculture. She graduated from the Animal Science program from UGA. Alex strives to provide knowledge to her clients to ensure financial security for their future. She is a native of Dawsonville, Ga and wants to help her community thrive.
Savings and Retirement Planning: A Money Smart Week Presentation
Sun, Apr 11, 2021 2:00 PM - 3:00 PM (EDT)
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United States: +1 (786) 535-3211
Access Code: 484-023-781
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