Enroll your Organization in a Financial Planning Class Today

Class Topics Include:

Retirement Needs

Your employees’ will become more familiar with investing and learning how to avoid high-cost products and commissions. Learn more about stocks, bonds, mutual funds, and exchange-traded funds. Learn about annuities and the pros and cons of products available to you in the marketplace. Finally, they will learn how to allocate their retirement accounts (401k, 403b, 457, IRAs, ROTHs, SEPs, SIMPLEs, etc.) correctly.

Insurance and Risk Management

They will learn if insurance is needed along with understanding how Long Term Care works and is something that can help with their overall financial planning. This section can be customized based on the insurance package offered at the organization.

Estate Planning

Plan for today and for their future with estate planning techniques. Learn about today’s tax laws and the strategies used to minimize or eliminate tax burdens. Become familiar with estate and gift taxes and how to reduce taxes and fees at their death.

Social Security

We will cover common social security strategies that will help enhance employees’ financial situation and give them more control and options in retirement. We cover single, divorced, married and widowed options.

Tax Planning

Help them prepare for the tax changes that will be in effect for 2016. Also, it helps find loopholes and tax strategies to help reduce tax in the current year and future years to come. In addition we cover:
  • Effective ways to donate to charity
  • Tax strategies with their 401K and retirement plans
    • Company Stock Stratgeies
  • Increase their tax free income in retirement
  • Roth Conversions
  • Tax deductions in volatile markets
  • Restricted Stock Units (Tax Strategies)
  • Stock Options strategies
  • Tax Advantages of Corp Benefits
Contact a representative today for more information: (855) 984-1735