A well planned life planning and/or pre-retirement planning program benefits both the employer and employees.

The employer will benefit by:

• Demonstrating your organization’s commitment to helping employees develop their life planning/retirement goals and objectives.
• Increasing employee understanding and appreciation of employer benefits.
• Having access to highly qualified presenters through a single source.
• Having seminar coordination and logistical arrangements completed for you.
• Having seminar packages tailored to your organization’s specific needs and budget
• Having informative presentations by engaging speakers who use straightforward language, not technical jargon.

The employee will benefit by:

• Having a good understanding of Pension Benefits, Estate Planning, and Financial Planning.
• Having a good understanding of the value of fitness and nutrition and if necessary. be more prepared to make lifestyle changes.
• Having an understanding of how retirement affects their personal income tax.
• Being more mentally prepared to plan for retirement.
• Being able to determine their needs and wishes for retirement, how to achieve their goals and to know where to go for additional assistance.
• Being able to develop a realistic and attainable action plan.

Training Methodology

Working groups, lectures, PowerPoint presentations, flip charts, interaction with participants, & Questions and Answers. Participants are guided through the process using a carefully planned blending of self-exploration, small group discussions, accurate, current and objective information by course leaders and other resources, plus guidance in the preparation of an action plan.