The Financial Strategies for Successful Retirement Seminar is designed to help people prepare financially for retirement and to alleviate the financial anxieties of employees. During this generic seminar, employees learn how to protect their assets from erosion, minimize taxes, and provide for a secure retirement. They learn about maximizing their pension benefits, lump sum distribution options, reducing estate taxes, using home equity as a source of retirement income, conservative investment alternatives, asset allocation, estate planning, and charitable giving. Throughout the seminar, attendees are encouraged to assess their own financial situation. During the seminar, time will be made available to explain your existing company benefits plan and illustrate the value of those benefits.
Classes are practical, enjoyable, and nonthreatening, since they are generic and educational.
There is no attempt to sell your employees any specific investment or insurance products. Successful Money Management Seminars, Inc., through its network of licensees, has presented financial education seminars to over 1,500 corporations in the Unite States and Canada. The value of the seminar to each individual who attends and applies the principles learned can last a lifetime. Employees who attend this motivating seminar learn how to realistically provide for retirement. Employees learn about diversification and proper allocation of assets according to their objectives, risk tolerance, and prior investment experience.