Wait, what?

  

Goal

To help you establish financial best practices early in your new career. 

Assignment

Complete the Prepare for Retirement Worksheet, answering questions related to this activity. 

Helpful Resources

  

Check out this video resource, created with Mainstreet Affiliate Member Patrick Noone, CPA from PJN Tax Solutions Group, for helpful information about setting up the proper legal entity for your business.

From the National Association of REALTORS® (NAR)

From Mainstreet

  • Utilize Mainstreet's Affiliate Search to find and consult with a tax/financial professional regarding taxes, IRA/401K, etc.
  • Find out was is and isn't tax deductible on your local, state and national association dues

 

To Complete This Step

Send the completed Prepare for Retirement Worksheet as an attachment to Win@SucceedwithMORe.com with the subject line Prepare for Retirement Complete.

 

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Questions About the Pathway?

Ramona Ruskuls, AHWD, C2EX, e-PRO, SRES

Director of Young Professionals Network (YPN) & Senior Services