Seminar Descriptions

Life Planning

The purpose of this seminar is to provide employees, early in their career, with information and tools to help make informed financial decisions. This seminar will introduce employees to financial management concepts and assist in long term planning which will ultimately lead to personal financial success. Modules used in the pre-retirement planning series are tailored for this age group.

Pre-Retirement Planning

The purpose of this seminar is to provide employees, five to ten years before retirement, with information and tools to help them make informed decisions about their future and encourages them to explore issues they will face in retirement. This program is a “must” for those who believe good planning is the key to a successful retirement but are “too busy” to think about tomorrow.