Personal Finance Workshop - Saving for Retirement: IRA Need-to-Knows

Join Women In Defense for a Personal Finance Workshop with Navy Federal Credit Union Monaye Nelson-Morgan and Sarah Sealey , CFP
About this Event

Saving for Retirement: IRA Need-To-Knows

Planning for retirement is one of the most important financial decisions you'll make, and understanding your retirement savings options can help you build a stronger financial future. Join representatives from Navy Federal Investment Services for an informative session designed to help you navigate the complexities of Individual Retirement Accounts (IRAs).

During this presentation, attendees will learn key rules and strategies to maximize the benefits of different IRA types, evaluate the advantages and disadvantages of rollover options, and understand how to effectively manage Required Minimum Distributions (RMDs) and IRA assets during retirement. The discussion will also cover important beneficiary and legacy planning considerations to help ensure your retirement savings align with your long-term financial goals.

Topics include:

• Key rules to help maximize each IRA type
• Pros and cons of various rollover options
• Strategies for managing RMDs and using IRA funds in retirement
• Important legacy and beneficiary planning considerations

Whether you're just beginning to save for retirement or looking to optimize your existing retirement strategy, this session will provide practical insights and valuable guidance to help you make informed financial decisions.

Agenda

4:00 - 4:30 pm - Doors Open

4:30 - 5:30 pm - Personal Finance Workshop - Saving for Retirement: IRA Need-to-Knows Presentation

5:30 - 6:00 pm - Open Forum / Questions

6:00 pm - No-Host HH at BJ's

IMPORTANT LOCATION AND PARKING INFORMATION: The event will be held at Pacific Center I, Suite 110, Conference Room B, located at 1455 Frazee Road, San Diego, CA 92108.

For parking, visitors can use the parking structure situated between Pacific Center I and Pacific Center II. The entrance to the parking structure is off Mission Road, and guests will need to pull a ticket at the gate when they arrive. Parking will be validated.

Presenter Biographies
Monaye Nelson-Morgan

Monaye Nelson-Morgan is a Financial Advisor with Navy Federal Investment Services. She has worked in the financial services industry since 2009 and joined NFIS in 2025. Monaye helps members take the guesswork out of investing by guiding them toward their personal financial goals, whether planning for retirement or achieving other important life milestones.

She earned a Bachelor of Science in Economics from Hampton University. Monaye is a military spouse and proud mother of two children. In her free time, she enjoys traveling and exploring local restaurants with her family.

Sarah Sealey, CFP®, M.S.

Sarah Sealey serves as the Investment Services Manager for the West Coast at Navy Federal Investment Services. She brings more than 30 years of experience in the financial services industry and joined NFIS in 2018.

Sarah holds a Master of Science degree in Tax and Financial Planning and is a Certified Financial Planner™ (CFP®) professional. She is passionate about helping individuals and families develop strategies to achieve their long-term financial goals and retirement objectives.