03 RetirementWebinar 20191114

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RETIREMENT SECRETS

INDIANA ARTS COMMISSION November 2019

info@ | 212.729.6422 | ?20192 Minerva Financial Arts | All Rights Reserved

WITH GRATITUDE...

Indiana Arts Commission

Anna Tragesser Artist & Community Services Manager

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HELLO.

11/14/19

Elaine Grogan Luttrull CPA-PFS, AFC?

Founder, Minerva Financial Arts

Photo credit: Kim Long Photography

info@ | 212.729.6422 | ?2019 Minerva Financial Arts | All Rights Reserved

info@ | 212.729.6422 | ?2019 Minerva Financial Arts | All Rights Reserved

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WHAT ARE WE DOING?

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MORE SPECIFICALLY, WE WILL:

LIST TYPES OF RETIREMENT PLANS AVAILABLE ESTIMATE TOTAL TO SAVE PER YEAR FOR RETIREMENT

DEFINE BASIC RETIREMENT VOCABULARY

info@ | 212.729.6422 | ?2019 Minerva Financial Arts | All Rights Reserved

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DISCLAIMER

THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY. THIS INFORMATION SHOULD NOT BE RELIED UPON FOR TAX, LEGAL, OR ACCOUNTING PURPOSES, OR TO AVOID PENALTIES UNDER SECTION

230. TAX LAWS ARE NUANCED AND SPECIFIC, AND LEARNING ABOUT THESE

TOPICS IN A GROUP SETTING IS NO SUBSTITUTE FOR CONSULTING WITH A PROFESSIONAL WHO KNOWS THE DETAILS OF YOUR UNIQUE

SITUATION.

info@ | 212.729.6422 | ?2019 Minerva Financial Arts | All Rights Reserved

GROUND RULES

Share the Floor with Respect

Experts in Own Experience

Stories Stay, Lessons Leave

info@ | 212.729.6422 | ?2019 Minerva Financial Arts | All Rights Reserved

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WHY SHOULD I SAVE?

info@ | 212.729.6422 | ?2019 Minerva Financial Arts | All Rights Reserved

WHY SHOULD I SAVE? Financial Security

+

Income

-

Expenses

=

Net Income

info@ | 212.729.6422 | ?2019 Minerva Financial Arts | All Rights Reserved

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