Retirement Planning

Financial Essentials

Teaching Personal Financial Planning Skills

Unbiased Education - Not Sales

Workshops

Whether you have company-provided benefits or not, this is the most important workshop for you to attend.

Past generations were able to rely on Pension Plans and Social Security, but we cannot. With the introduction of the 401(k), 403(b), IRA, ROTH, etc., the government has shifted the responsibility of our retirement savings from our employer and government TO US! How can you possibly be expected to save for your retirement without being educated to do so?

We teach you about tax-advantaged plans, options not usually thought of as "retirement savings," how to invest for retirement, and how to coordinate all of these elements to fully take advantage of the best ways for you to save. We also teach you how to spot and avoid products that may not be right for you.

Our Retirement Planning Workshop topics include:

Understanding the Elements of "Retirement Planning"
Products You Need, and Products You DON'T Need
Retirement Savings Options, including;
- Tax-Advantaged Plans (i.e., IRAs, ROTHs, etc.)
- Employee Benefit Plans (401(k)s, 403(b)s, pension plans, ESOPS, etc.)
- If, How, and When to Tap Into Your Home Equity
- If, How, and When to Use Insurance and Annuities
Important Tips for Choosing Financial Professionals to Help You Execute Your Retirement Plan