Employees spend many years working towards the goal of retirement. It's important to have a good plan in place so when the time comes, the employee can benefit from their years of hard work and enjoy a happy retirement.

What We Teach

Retirement Planning
Participants will be able to calculate their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs
401(k), 403(b), or 457 Plan
Participants will gain an understanding of which 401(k), 403(b), or 457 plan investments and strategies are most appropriate for them to achieve their financial goals, as well as how to modify them
Long Term Care & Aging
Participants will develop the knowledge to make more informed decisions when considering long-term care options

"Reallocation concept very valuable! I learned new information I wish I would have known twenty years ago!"
-Fortune 500 Employee

Learn How To Ensure a Happy Retirement
Retirement is the ulitmate goal for all employees but many of them don't know how much planning it takes and how important it is to start early.

Through Financial Knowledge, course attendees will receive CEU credits while developing the knowledge and confidence they need to:

  • Start building their wealth now
  • Strategize for retirement (all ages)
  • Develop and modify 401(k), 403(b) or 457 plan
  • Plan for long-term care and aging
Retirement is something to look forward to, and with the knowledge our participants take away from these courses, the future is sure to look bright!

Still have questions? Contact us!
Call us at (866) 343-2838 or fill out the form below and we will be in contact with you shortly.

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