The RECOVER Plan
The RECOVER Plan is a timely resource to help you during market uncertainty. The RECOVER Plan is a 40-minute multimedia presentation with accompanying workbook that offers hands-on help to participants as they evaluate and plan for their own personal financial situation.
Together, the presentation and workbook describe the actions that comprise RECOVER:
- Recognize the events that have led us to this economic situation and understand that financial markets are cyclical.
- Evaluate your current situation.
- Calculate your retirement income goals and determine how much you need to save for retirement.
- Organize your budget to determine how much you can save.
- Verify that your investment strategy corresponds to your risk tolerance.
- Execute any necessary changes.
- Regain control of your retirement dreams.
To start, please follow the steps below:
- Download the RECOVER Plan workbook:
- View the RECOVER Plan presentation: Launch the RECOVER Plan Presentation