Life Planning Seminar:
Getting Started
on the Right Foot

For employees 23-35 years old

This seminar is designed to help participants build a successful future with your organization as well as in their personal lives. The program includes an overview of company or agencies benefits and discusses the interrelationship of these benefits with financial and career planning.

Topics

• Cash planning, budgeting and debt control
• Basic financial planning (including asset classes)
• Understanding your pension and tax-deferred savings plans
• The psychology of money and its effect on your relationships

Each participant receives a copy of our book Getting Started on the Right Foot along with a seminar agenda.

Our Services Include

Customizing certain aspects of the program to fit your specific needs. In addition to planning and logistics we provide administrative assistance with internal communication, timetables and/or written pieces to announce the seminar. Our objective is to integrate both program and materials into your employee benefits function and to develop as close to a turnkey operation as possible, reducing administrative work for you.

Your Role

Provide a location/reserve a room, arrange for audiovisual equipment, provide a roster of participants, and supply any amenities (refreshments) you feel are appropriate.

Contact us via email for pricing information.

Other Life Planning Seminars

>> Mid-Career Planning
>> Pre-retirement Planning