Description
Target Date Funds (TDFs) have become one of the most popular investment options for retirement savers—but how do they actually work, and are they right for you? Join us for a fast-paced, informative webinar that demystifies TDFs and explores how they can help simplify your path to—and through—retirement.
📌 What you’ll learn:
🧠 What Target Date Funds are—and why they’re often used as default investments in retirement plans
📉 How TDFs automatically “de-risk” your portfolio as you approach retirement
🛠️ Tips for choosing the right TDF based on your personal situation, goals, and risk tolerance
🧾 What happens after your retirement date—and how TDFs fit into your income strategy
Perfect for all experience levels—whether you’re new to investing or looking to optimize your retirement strategy.
Date and Time
Thu, Nov 06, 2025
12:00p - 1:00p EST
Location
Webinar
Note
Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), a Chartered Retirement Plans Specialist (CRPS®), and a Nonqualified Plan Consultant (NQPC™). He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.