Retirement Workshops

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Indigenous Economic Empowerment

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Native Financial Empowerment Retirement Workshops

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These Workshops are designed to be interactive and engaging

Presenters are highly trained on the topics being shared and can provide realworld tools and practices for empowering you and the communities you serve

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Workshops are 2:00PM – 3:00PM (PT) via Zoom

Zoom link provided upon registration

Presented by Breakwater Investment Group and Lincoln Investment

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Tuesday, April 11, 2023

Retirement Savings 101

Types of accounts

General rules

Calculating goals

Presented by Leilani Wilson Walkush of Breakwater Investment Group

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Thursday, April 13, 2023

Understanding Your Employer Retirement Plan

Service providers

Plan provisions

Investment funds

Presented by Leilani Wilson Walkush of Breakwater Investment Group

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Tuesday, May 9, 2023

Student Loan Debt forgiveness ((tribal, governmental, and non-profits)

What is student loan debt forgiveness?

How do you qualify for student loan debt forgiveness?

Getting started

Presented by Jeff Wilhelms & Cliff Hudson of Lincoln Investment

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Tuesday, June 6, 2023

Retirement Planning

Accumulation phase overview

Retirement phase overview

Getting started

Presented by Cliff Hudson & Alejandro Nevarez of Lincoln Investment

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Contact Us

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Get Started

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T3 is committed to closing the broadband gap in Indian Country, contact us to learn more about updates on program and policy actions that will support Tribal Broadband development.

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