Retirement Plan Academy: Are Your Employees on Track for Retirement?

Over the past year, we’ve spoken to many employees who felt like events beyond their control have thrown them off financially. They are:

• Concerned that recent inflation has eroded their retirement savings.
• Worried about higher interest rates and the cost to purchase a home.
• Nervous that their investments have been too volatile lately.
• Unsure if they will need to work longer.

Join us as we discuss ways that you and your retirement providers can help! We’ll review financial best practices at each age and demonstrate retirement planning software that can provide clarity to your employees.

Guest Speakers

Zach Hurst, CFP®, Managing Director, Chattanooga

Sam Shelley, CFP®, Associate Relationship Manager

Matt Zaczyk, Client Specialist

About Retirement Plan Academy

Employers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help.

Build your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors, whether clients of The Trust Company of Tennessee or not.

View previous session topics and recordings here.