Employer retirement plans are an invaluable tool in planning for today’s retirement, but many employees do not fully understand the plan options and other benefits available to them. That’s why educating your employees about your corporate retirement plan is extremely important – both for their futures and for the future of your business. To help you provide the information and insight your employees need, our team, led by Bryan Sweet, hosts presentations and seminars on a variety of vital economic, financial and savings topics.

We work with organizations of all types and sizes to develop customized meetings that will open employees’ eyes to important issues in the workplace and at home. Our team can assist you with designing a single presentation or an ongoing educational series that will help your employees understand the 401(k) plan currently offered by your company.

Presentations can be made to a group or arranged on an individual consultative basis. Please know that we are not selling any products or services – we are simply helping you educate your employees about their retirement plan options. We will provide individualized retirement savings needs and retirement cash-flow analyses at your request.

Corporate Seminars, Workshops and Webinars

• What benefits is your company providing and what do they do for you? – One-time seminar
• Understanding your 401(k) plan and the investments offered – Given both on a one-time basis and on an ongoing basis
• Understanding retirement savings needs – Includes individual consultations and written retirement savings needs analyses for all participants
• What are your rollover options, and how much will you need in retirement? – A review of pension, 401(k), Social Security and IRA distributions

Corporate Services

• Design and write investment policy statements
• Provide individualized retirement plan consulting with current employees and executives, including retirement cash-flow, savings needs and asset protection analysis
• Annual review of existing retirement plan and investment performance
• Selection and monitoring of investment plan managers
• Retirement plan design and implementation
• Assist in establishing 401(k), SIMPLEs, SEPs, Profit Sharing and other qualified plans
• Design and implementation of nonqualified plans and deferred compensation

Private Seminars

Through our private seminars, we provide presentations customized to suit the specific needs of your group, club or function. These seminars and presentations explore how new developments in the U.S. and world economies are affecting people’s investment and retirement planning needs. Some examples of topics we present on include, but are not limited to:

• Women and Investing
  
• The New Economy and You
  
• Near-Retirement Planning: How to Prepare When it’s Almost Time
  
• Tax Planning Strategies
  
• Wealth Transfers and Asset Preservation
  
• Current Events Update: The Economy and What’s Next
  
• Retirement Plans for Small Businesses
  
• What to do in an Uncertain Market
  
• Creative Wealth Strategies: Doing Well While Doing Good
  
• Charitable Trusts and Charitable Giving

To find out more about any of our customized presentations and seminars, or to schedule one for your business or group, contact us today.