Enroll your Organization in a Financial Planning Class Today
Class Topics Include:
Retirement Needs
Your employees will become more familiar with investing and learn how to avoid high-cost products and commissions. They will gain a better understanding of stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They will also learn about annuities and the pros and cons of products available in the marketplace. Finally, they will learn how to correctly allocate their retirement accounts (401(k), 403(b), 457, IRAs, Roth IRAs, SEPs, SIMPLEs, etc.).
Insurance and Risk Management
They will learn whether insurance is needed and gain an understanding of how long-term care works and how it can benefit their overall financial planning. This section can be customized based on the insurance package offered by the organization.
Estate Planning
Plan for today and the future with estate planning techniques. Learn about current tax laws and strategies to minimize or eliminate tax burdens. Become familiar with estate and gift taxes, and discover how to reduce taxes and fees upon death.
Social Security
We will cover common Social Security strategies that can enhance employees’ financial situations and provide them with more control and options in retirement. We address strategies for single, divorced, married, and widowed individuals.
Tax Planning
Help them prepare for the tax changes that took effect in 2016. Additionally, it helps identify loopholes and tax strategies to reduce taxes in the current and future years. Furthermore, we cover:
- Effective ways to donate to charity
- Tax strategies for 401(k) and retirement plans
- Company stock strategies
- Increasing tax-free income in retirement
- Roth conversions
- Tax deductions in volatile markets
- Restricted Stock Units (RSUs) tax strategies
- Stock options strategies
- Tax advantages of corporate benefits
Contact a representative today for more information: (855) 984-1735