Your 401k/403b (Online)

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Taught by Stephanie Genkin, CFP®, CFT-I™ CDFA®

Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist (CFT-I™), Certified Divorce Financial Analyst® (CDFA®), and Certified Life Coach. She completed advanced matrimonial mediation training and is currently focusing on the financial transition certification (CeFT®). Stephanie earned a graduate certificate in Financial Life Planning from Golden Gate University, where she is currently an adjunct instructor.  Previously, she was a senior television news producer at CNN covering business, economics, and personal finance. Her career explaining complicated money issues began when she landed a gig at CNNfn and she's been hooked ever since.  Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law. She is a member of the Financial Therapy Association and the National Association of Personal Financial Advisors (NAPFA)  and is frequently quoted in the media (Yahoo! Finance, USA Today, Forbes, New York Magazine, Glamour, MSN Money, AARP, and others) on personal finance issues.

 

stephaniegenkin.com

This is an old class! Check out the current classes, or sign up for our mailing list to see if we'll offer this one again.

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Market volatility and the fact that many employers are cutting jobs, slashing pay, or eliminating contributions to employee 401ks and 403bs are all good reasons for savers to take a look at their workplace retirement plans.

This class will put it all in perspective in light of the current crisis and explain:

  • The benefits of contributing to a 401k/403b
  • What does it mean to “max out”?
  • How do you know if you should increase, decrease, or maintain your current contribution?
  • Roth vs traditional 401k
  • What happens when you leave your job?

No prior knowledge is required. Feel free to come with your 401k questions!

Cancellation policy