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Pre-retirement Planning

The program’s objective is to provide concerned participants with the necessary tools to properly plan for financial and lifestyle changes resulting from their retirement.

Several reasons to offer such a program to your employees are:

  • To shift the responsibility for financial decisions and financial security in retirement from the employer to the employee
  • To provide a thorough explanation of the company benefit plans
  • To answer a growing need by employees for timely and, more importantly, totally objective financial planning advice
  • To provide your employees with current and objective advice to ensure a more secure retirement
  • To give your employees a lasting benefit
  • To enhance your company's image by showing that you care about your employees, even in retirement

The Pre-Retirement Planning seminar covers a wide range of subjects relating to retirement planning. While E.E.S. can customize a program to fit the need of your group, some popular topics are:

  • Overview of opportunities and challenges resulting from retirement
  • Retirement lifestyle
  • Setting financial goals and objectives, and plans to achieve them
  • Strategies to improve the financial situation
  • Investing wisely to achieve financial independence
  • Tax minimization
  • Sources of retirement income
  • Estate planning


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