Wealth
CoreFinancial
Workshop
In times of economic uncertainty, people recognize the need to make informed financial decisions to improve their fiscal well-being and prepare for the future. To meet this need, broad financial education has become a desirable benefit that employers and organizations provide for their workforce or participants.
When choosing a financial education course it is important to select a program that can meet the needs of a wide variety of people. Our comprehensive workshop, The Complete Financial Management Workshop, is well suited for working individuals who need to prepare for retirement and make prudent financial decisions to help protect their families and manage their assets. It will provide people in your company or organization with a strong foundation in six key areas of personal finance:
Risk Management
Managing money and assets
Protecting the family's future
Determining how much insurance is enough
Cash Management
Creating better cash flow
Understanding budgets
Managing debt
Building net worth
Investment Concepts
Assessing Investment Risk
Avoiding common investment mistakes
Reviewing Investment options
Balancing volatility and stability
Funding a college education
Tax Management
Using tax-favored strategies
Understanding the benefits of tax-deferred or tax exempt strategies
Retirement Planning
Calculating the cost of retirement
Evaluating various sources of income
Selecting appropriate investments
Avoiding penalties on retirement plan distributions and rollovers
Estate Conservation
Strategies for passing your estate to your heirs
Keeping an estate out of probate
Finding ways to reduce estate taxes
Benefits from trusts and charitable giving strategies
Employers Benefit
Increased participation in benefits programs
Positive impact on employee morale
Helps reduced cost associated with tardiness and absenteeism due to financial stress
Becomes a valuable recruiting tool
Encourages a culture of self-reliance and increases support for company/organization values
Helps meet regulatory guidelines and reduce ERISA related liability
Employees Benefit
Improves overall financial well-being
Shows importance of saving for retirement
Explains the importance of allocating assets to help reduce investment risk
Increases confidence in making financial decisions
Improves knowledge of fundamental investing strategies and paying for college education
Potentially reduces worry about finances
Encourages a focus on developing an overall lifetime financial program
No workshops are currently available. Please periodically check for future times and dates.