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Pre-Retirement Programs

 

Estate Settlement
and Administration

Offering guidance and education to help employees manage their finances and plan for a smooth transition into retirement, even if it comes earlier than expected.

Feeling unsure about your retirement options, especially with all the corporate changes happening? E.E.S. can help! Our Pre-Retirement Programs are designed to guide you through your choices and empower you to manage your finances toward a smooth retirement, even if you’re facing downsizing.

No matter your situation, we’ve got you covered. Our Pre-Retirement Programs typically include:

  • Kick-off seminar: Get a clear overview of your retirement package options and the decisions you’ll need to make.
  • One-on-one sessions: We’ll sit down with you to answer your questions and provide personalized advice on your specific financial and pension choices.
  • An introductory group seminar: explaining the financial packages being offered and decisions faced by the individuals.
  • One-on-one financial planning sessions: to provide specific advice on available financial / pension options and discuss any other personal questions.
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