We are at capacity for this workshop.  Please check back for future workshops.  If you have a location you would like us to conduct a workshop, please let us know.  

This engaging and practical workshop is designed to help employees maximize the benefits available to them. Participants will gain a clear understanding of how workplace benefits—such as retirement plans, Social Security integration, and medical insurance—fit together to support long-term financial security and well-being.

Key Topics Covered

401(k) & Retirement Plan Strategies

• Understanding the difference between traditional and Roth contributions
• Understanding the employer match
• Strategies for maximizing contributions and minimizing taxes
• The role of catch-up contributions for those over age 50
• Mega-Roth strategy

Social Security Planning

• How benefits are calculated and when to claim
• Coordinating Social Security with employer-sponsored retirement plans
• Spousal and survivor benefits and how to optimize them
• Common mistakes to avoid when planning your Social Security strategy

Medical Insurance & Health Benefits

• Understanding the different plan types 
• Evaluating costs, deductibles, and out-of-pocket limits
  
  

Post this flyer at work: IBEW Local 15 Retirement & Benefits Workshop