Retirement U
Retirement U Retirement U is a five-hour interactive workshop designed for those in or nearing retirement. Attendees review over forty critical financial decisions that shape the success or failure of one’s retirement. Becoming prepared to make wise choices now guards against running out of money later in retirement! workshop outline (click link): Retirement U outline Retirement Blueprint Retirement Blueprint is a year-by-year written plan that mathematically guides employees to and through a successful retirement. click to see a full...
Read MoreThe Cure for Employee Stress: Financial Wellness
Stress is something that impacts all employees to some degree… and has proven to have a very real impact on the health and productivity of employees. For these reasons, employers have begun to make an investments in programs that help employees manage and cope with stress. A NEW APPROACH Overwhelmingly, there is one very common theme when it comes to causes of employee stress, and that theme is money. The revelation that money is a wide-spread cause of employee stress may not be much of a revelation at all. It makes intuitive sense, particularly in this economic environment. You...
Read MoreFinancial Self Defense
With uncertainty over the world economy, ongoing market volatility and record low interest rates, it’s no wonder that a majority of Americans are stressed about finances and worried about their retirement. Financial Self Defense is an interactive workshop that help prepare adults and teens to survive and thrive in today’s changing economic environment. Financial Self Defense Four, two-hour workshops covering over 100 practical ideas on how to strengthen your financial health, build net-worth and reduce stress in today’s...
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