Tune Up Your Retirement Savings: Ensuring Your Finances Are Ready When You Are
Tuesday, January 14 | 2 p.m.
Featuring TJ Hansen, CFP®—Wealth Advisor, UBT’s Union Investment Management Group
Whether you’re gearing up for retirement or already enjoying it (congratulations!), the new year is an ideal time to review your retirement savings strategy. Join us for this insightful session where our expert will delve into key topics such as the importance of asset allocation before and during retirement, strategies for supplementing Social Security with retirement accounts, understanding withdrawal rates, and why starting with a review of your expenses is crucial. Tune in to help ensure your retirement plan is on track for 2025 and beyond!
About our presenter
A self-proclaimed Lincoln native and lifer, TJ Hansen’s motto is “Begin with the end in mind.” TJ earned his bachelor’s degree with a double major in Finance and Marketing from the University of Nebraska – Lincoln and is a Certified Financial Planner®. TJ is a member of the Donations Committee at UBT and has completed the internal Advanced Leadership Development Program. “My favorite part of my job is the relationships I get to form with my clients, hearing about their passions and goals, and ultimately helping to create a plan for their future,” he said of his career at the bank.
TJ enjoys golfing and can frequently be found out on the links. He also enjoys spending time with his wife Savannah, grilling, and hanging out with family and friends. He serves the community as a basketball coach for freshman at his alma mater, Pius X, preparing them for an annual Memorial Day tournament.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
