🎯 Retirement Clarity: Find Your "Magic Number" and Secure Your Future
Mon, Mar 23
|Crossroads United Methodist Church
Get the formula you need for a secure future! Learn to calculate your retirement "Magic Number" and how to properly allocate your funds to meet it. This session explores top investment options for both your retirement nest egg and dedicated college savings, guiding you in planning for your future.
Time & Location
Mar 23, 2026, 7:00 PM – 8:30 PM
Crossroads United Methodist Church, 43454 Crossroads Dr, Ashburn, VA 20147, USA
About the event
Get ready to take control of your financial future! 💰 Through this engaging workshop, you'll stop guessing about retirement! Learn the essential steps to calculate your personal retirement goal (your "Magic Number") and how to strategically allocate your funds to reach it. We'll also cover smart investment options for both retirement and college savings, including how to avoid the financial "red zone" as you approach your target date. 🚀
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This is class 4 of our Financial Wellness course taught by Tom Kestler. Tom has been involved in the financial planning field for over 45 years. He is a graduate of Millersville State University and the College for Financial Planning in Denver, Colorado (for which he has acted as an adjunct instructor) and carries the Certified Financial Planner (CFP) designation. He has also been awarded the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Mutual Fund Counselor (CMFC) designations from the American…