Description
Investing doesn’t have to be complicated.
Target Date Funds (TDFs) can simplify your retirement plan — but it’s important to understand how they work.
We’ll discuss:
- What Target Date Funds are (and why they’re so popular)
- How they automatically adjust as you near retirement
- Choosing the right fund for your timeline and goals
- What happens after your “target date”
- How TDFs fit into your bigger income and investment plan
Perfect for all experience levels—whether you’re new to investing or looking to optimize your retirement strategy.
Date and Time
Wed, Nov 11, 2026
12:00p - 12:45p 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.