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Workshop:

Retirement Investment Strategies

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For Lumina Foundation members

This presentation gives you a means with which to address the important investment concerns shared by today’s retirees. We will help participants identify their needs and evaluate solutions that you can help them implement. They’ll learn how to determine their risk tolerance, benefit from the tax rules specific to their age group, and much more.

Location

Convening Room

This workplace workshop is open to employees of Lumina Foundation. If you are interested in hosting this workshop at your organization, contact your Elements Relationship Manager today.