Life Planning Seminar:
Mid-Career Planning

For employees 35-50 years old

This one-day program addresses key personal planning issues and focuses on the interrelationship of work, family and finances.

Topics

• Financial planning
• Career planning
• College funding, aging parents and other family  issues
• Legal issues
• Cash planning
• Company or agency benefits

Each participant receives a copy of our book The Mid-Career Planner 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.

Costs

Contact us via email for pricing information.

Other Life Planning Seminars

>> Getting Started on the Right Foot
>> Pre-retirement Planning