Please tell us the type of group you have and the topic you'd like to discuss.
A value added benefit to help employees deal with money issues associated with Pre-Retirement, Work Force Reduction, or an Early Retirement Offer. Maximizing the benefits you offer and coordinating basic money management skills can be a valuable, low cost, and highly appreciated fringe benefit. Seminars can be customized for specific audiences. Individual consultation is based upon employee needs. Communicating company benefits are also available. Have you considered this powerful benefit? Ask us
Many community groups, seniors clubs, and service organizations seek to sponsor seminars of interest to their members. Over the years we have done seminars on money management, long-term care, estate planning, and understanding the financial markets. Are you looking to offer to your members some relevant and timely topics? We can help. Ask us
In today’s busy world, planning and attending to ones finances are often overlooked. In fact 95% of Americans never achieve their financial goals. The answer is education. Empower people with the knowledge and the skills while providing the right motivation and they will succeed. Let us supply the vital information and motivation. Ask us
A company embarking on a workforce reduction (lay-offs) can smooth the way and inject goodwill and show genuine concern by arranging a workshop seminar.
We put in focus the benefits (costly) provided by the company and often unappreciated by employees who have taken them for granted. Since understanding this significant part of compensation (fringe benefits) encourages both goodwill and participation (voluntary 401k contributions), employers will often open these seminars to all within 5 years of retirement.
Let us help modify a tense foreboding with positive information. Ask us
Whether we like it or not we all are involved in involuntary philanthropy, its called paying taxes. There are some powerful charitable planning tools that can help the individual and the qualified charity achieve great things. All with the blessing of Uncle Sam, donor advisor accounts, charitable remainder trusts and charitable lead trusts offer a plethora of financially beneficial strategies to do the donor and the charity a world of good. Ask us
Senior groups and employees of your company are confronted with the increasing costs of caring for the elderly who are becoming increasingly dependent. Assisted living and nursing home costs have escalated. Longer lives, often with disabilities requiring extra care, go beyond the resources of families geographically separated or wrestling with college costs.
We can assist sorting out the variety of issues as well as solutions to your group. Allow us to bring our experience in dealing with senior long term care needs to your group. Ask us