Michael McMahon from Empower Retirement is returning to in-person meetings on campus strictly for consultative and investment driven purposes ONLY. There will no longer be in-person meetings for transactional purposes. Campus meetings will require 10 employees. A schedule will be made over the next few months.
Please email your interest to: bastin_a@calu.edu.
Are you inadvertently putting your retirement in jeopardy?
Do you know where you stand regarding the amount of risk you are taking? There is no better time to schedule your retirement review. Even if you think you are correctly allocated, we are here to review your investments and talk about ways to help protect your retirement savings.
While we can’t meet face-to face currently, as your local Retirement Plan advisor (RPA), I am available to meet with you over the phone or by videoconference. It is a great way to stay connected even while you are at home.
During the meeting I will…
· Answer your questions during these time so market volatility and see whether any changes in your strategy are appropriate to keep you on track for your future.
· Review your savings level and investments and determine whether it might be appropriate to make any changes.
· Help you determine a possible retirement age if you are considering retirement in the near future.
· Help you look at all of your income sources to give you a complete picture of your progress towards your future needs.
Contact Michael McMahon today, or make a virtual appointment:
412-922-8655 or https://virtual_meeting_michael_mcmaho.empowermytime.com