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Navigating Retirement with a GPS: Growing, Protecting, and Saving Your Funds for Retirement
Recommended for ages 18+
Planning for a secure financial future can be overwhelming. A variety of topics regarding
growing, protecting, and saving funds for retirement will be discussed. Common ways to
prepare for retirement are identified, along with an introduction to the basics of wills, trusts, and
social security earnings. Topics will help in understanding the importance of early planning for
retirement. This session is an overview and non-advisory. Length: 1.5 hours

Jun 3, 2021 01:00 PM in Eastern Time (US and Canada)

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Speakers

Meghan Johnson
Financial Wellness Educator @SEFCU
Meghan Johnson, Eastern Region Financial Wellness Educator, began her career with SEFCU as a Member Specialist in 2011 where she enjoyed mentoring new hires and connecting with a wide variety of community members. Johnson explored her love of learning and education most recently as Director of Auxiliary Services at Woodland Hill Montessori School, where she expanded her experience working with various age groups. She has taught and tailored lessons to multiple grade levels and created presentations and webinars for teacher education initiatives. Johnson holds a Bachelor of Fine Arts in writing, which she uses to create clear and creative educational materials. She is excited to continue using her background in education and financial services experience to spread financial wellness and education throughout the community. She is passionate about bringing her experience in education to the field of financial well-being.
Megan Maloney
Financial Wellness Educator @SEFCU
Megan Maloney, Eastern Region Financial Wellness Educator, began her SEFCU career in 2014 as a Member Specialist. Maloney worked in SEFCU’s branch network as a Member Service Advisor. In this role, Maloney worked directly with members, witnessing the many financial challenges people face in their lives. With her significant knowledge of financial concepts and tools that help people save, budget, and develop healthy habits, her presentations provide significant opportunities for participants to have their unique questions answered. Maloney creates a learning experience where individuals gain the knowledge for a healthy financial path forward.
Sarah Trela
Financial Well-Being Administrator @SEFCU
Sarah Trela, Financial Well-Being Administrator, began her SEFCU career in 2010 as a Member Service Manager, overseeing staff and operations at various branch locations. Trela holds an MBA in information technology management from the University at Albany, State University of New York. Trela has a strong work history in the area of administration and workforce development. Trela is the Institute’s go-to contact for all financial education requests throughout the state.