Understanding Your Retirement Plan

Program Type:

Career & Business

Age Group:

Adults, Adults 55+
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Event Details

Local financial planner, William Wu, CFP®, will discuss the characteristics of different retirement plans and how to make the most of them.

We will discuss 401(k) and 403b plans, traditional and Roth IRAs, as well as plans for those that are self-employed.  No matter what plan you may have, you’ll learn how to optimize them so you can jump start your retirement!   


About the presenter:
William Wu is a CERTIFIED FINANCIAL PLANNER™ professional at Kramer Financial Group, LLC. Before joining the team, he worked at Merrill Lynch as a financial advisor in their Global Wealth Management Group where he customized investment portfolios for high net-worth individuals.  William is also an Assistant Professor at NYU’s School of Professional Studies, where he teaches investment management and financial planning.