YPF Blog

YPF Members Plan for Retirement

YPF members started out their morning on October 14 with some professional development lessons at Fox Valley Savings Bank. Jim Ziebarth, a financial advisor with the bank, spoke to a number of members about the importance of getting their financial situation taken care of early in their career. From the different types of retirement plans available to the options an individual has when they wish to get to their funds, Jim was a wealth of knowledge for the group on why it’s so important to start saving for retirement now and not later.

Not only did he discuss retirement, Jim talked to the group about the importance of having current health documents in case something unfortunate happens. There are steps to follow in case of an emergency, but when having someone other than parents or siblings making financial and medical decisions, Jim implored attendees to have up-to-date living wills and other documents prepared and filed so there is no confusion when people should be focused on family.

If you have any questions for Jim about your retirement plan or need financial advice, Jim provides free consultations and will look over your documents! He can be reached at jziebarth@infinexgroup.com or 920-923-7776.

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