Passport To Retirement

workshop info hereEveryone wants to have a comfortable and enjoyable retirement. Without adequate planning, it probably won't happen. People are living longer than ever, which is obviously good news, but that means retirement is becoming more expensive. Many retirees are spending 30 years or more in retirement and often underestimate the amount of income that it will take to live comfortably. This workshop is designed to teach your employees what they need to know to make their golden years everything they want them to be.

Who should attend this workshop?

This workshop is intended for those within 5 to 10 years of retirement. It is also recommended for employees who have never attended an extensive retirement planning workshop.

What does this workshop cover?

  • Retirement preparation
  • Retirement reality
  • Roadblocks to retirement
  • Assessing the cost of retirement
  • Sources of income
  • Social Security overview
  • Investments
  • Health and wealth issues
  • Early-out planning options
  • Estate planning

How will this workshop help your employees?

Planning for retirement is not something that can be done overnight. According to the Employee Benefit Research Institute's 2008 Retirement Confidence Survey®, more than a third of the retirees surveyed are not confident in having enough money to live comfortably throughout their retirement years. This workshop will help identify what is needed in preparation to retire, and it will help employees to define and create their own retirement. Retirement isn't the same for everyone, and retirement will affect people differently. After taking this workshop, employees will be able to consider different strategies on how to retire, instead of jumping on the bandwagon of the latest trendy idea. They will be able to identify the key issues in planning for retirement and find the tools that enable them to make informed decisions. How they respond to these issues will determine how comfortable they are in retirement.

Workshop Specifics:

This workshop is available in a one-day or two-day version. This workshop can also be customized to include the full range of your company's benefits package. Workshop cost will vary based on the length of the program, customization requests, and whether priced per session or per participant. The comprehensive workbook contains a very helpful resource section and a glossary of terms section.

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