The program’s objective is to provide concerned participants with the necessary tools to properly plan for financial and lifestyle changes resulting from their retirement.
Several reasons to offer such a program to your employees are:
To shift the responsibility for financial decisions and financial security in retirement from the employer to the employee
To provide a thorough explanation of the company benefit plans
To answer a growing need by employees for timely and, more importantly, totally objective financial planning advice
To provide your employees with current and objective advice to ensure a more secure retirement
To give your employees a lasting benefit
To enhance your company's image by showing that you care about your employees, even in retirement
The Pre-Retirement Planning seminar covers a wide range of subjects relating to retirement planning. While E.E.S. can customize a program to fit the need of your group, some popular topics are:
Overview of opportunities and challenges resulting from retirement
Retirement lifestyle
Setting financial goals and objectives, and plans to achieve them
Strategies to improve the financial situation
Investing wisely to achieve financial independence
