WIB Breakfast: Planning for Retirement with Confidence
Women often approach retirement while balancing careers, businesses, caregiving responsibilities, family needs, and unexpected life transitions. These competing priorities can make it difficult to know what financial questions to ask or which areas of retirement planning may need greater attention.
Join the South Salt Lake Chamber’s Women in Business Breakfast for an engaging, educational conversation focused on helping women better understand the many considerations involved in preparing for retirement. Attendees will meet members of the Elevated Retirement Group team and learn why the firm is passionate about providing retirement education and guidance to women throughout different stages of life.
Guests will hear relatable examples and general planning perspectives while gaining educational insights, practical questions to consider, and resources for navigating today’s retirement landscape. The goal is to create a welcoming environment where women feel comfortable asking questions, building relationships, and identifying constructive steps they may want to explore as they prepare for their financial future.
This session is designed for women at every stage—from those building their careers or businesses to those actively preparing for retirement.
Learning Objectives
By the end of the session, attendees will be able to:
- Recognize financial and retirement-planning challenges commonly experienced by women.
- Identify the major components generally considered in a comprehensive retirement plan.
- Describe how career changes, caregiving, divorce, widowhood, longevity, and business ownership may affect retirement planning.
- Identify questions to consider regarding savings, retirement income, healthcare, taxes, insurance, and estate planning.
- Identify general actions and educational resources that may help them become more informed and prepared.
- Recognize when personalized financial guidance may be appropriate and identify questions to ask when evaluating a financial professional.
- Meet members of the Elevated Retirement Group team and learn about the firm’s educational and advisory resources.
Presented by Elevated Retirement Group
This presentation is provided for general educational and informational purposes only. It is not intended to provide individualized investment, tax, legal, insurance, or estate-planning advice and should not be construed as a recommendation or guarantee of any particular outcome. Individual circumstances vary. Attendees should consult qualified professionals regarding their specific situation. Investment Advisory Services Offered through Elevated Capital Advisors, LLC. An SEC Registered Investment Advisor.