Partnering with employers provides an amazing opportunity to work with people that may never engage with an advisor on their own.
Each & every program is customized based on employee experience, communication options and employer objectives.
Advice@Work can be offered as a stand-alone program or incorporated into a retirement plan.
Common Group Session Topics include:
Making Work Optional
Save More, Now!
Max the Match
Navigating your 401k Plan
Excuses, Excuses, Excuses: Changing Behavior
You can do it! Step-by Step.
Sessions Often include:
Suggested Savings Plan
Risk Tolerance & Asset Allocation Strategy
Open Conversations about Financial Health
30-45 minutes with a fee-based Advisor
Financial Health Assessments
Review of Retirement Readiness
We discuss topics such as:
Debt & Cash Flow
and everything in between.
2Fast Facts & Figures About Social Security, 2012
3SSA Publication No. 05-10035, Retirement Benefits (July 2012)
4The Real Deal Study, Aon Hewitt, 2015
5National Institute on Retirement Security – The Retirement Crisis: “Is it Worse Than We Think? June 2013
6TIAA-CREF, “Retirement readiness starts with employee engagement”, July 2014
7Personal Finance Employee Education Foundation (PFEEF)