Life Planning Seminar:
Pre-Retirement Planning

For employees 50+ years old

This two-day program covers a broad spectrum of retirement issues for employees nearing retirement.

Topics

• Financial planning
• Social Security
• Legal issues
• Aging parents/adult children
• Company benefits
• Tax planning
• Health and fitness
• Second careers
• All aspects of FERS/CSRS/6C Law Enforcement benefits

Each participant receives a copy of our book The Planning Companion 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
>> Mid-Career Planning