Retirement Planning

Zach Chamberlain, Wealth Planner at Baird

Zach Chamberlain, Wealth Planner at Baird, led an informative discussion of the key factors to consider when planning for retirement.

Highlights included:

  • Estimating retirement needs
  • Understanding resources, including
  • Social Security
  • Personal Savings
  • Employer Plans
  • Other Income
  • Implications of working during retirement
  • Tax implications for various retirement resources