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Pre-Retirement Seminars

Pre-retirement Seminars From E.E.S. Provide Your Employees With The Necessary Tools To Properly Plan For Financial And Lifestyle Changes Upon Retirement

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

Get your employees ready to rock their golden years! E.E.S. pre-retirement seminars equip them with the tools they need to tackle financial and lifestyle changes

This program equips employees with the tools and resources they need to plan for a secure and fulfilling financial and personal retirement.

Why consider our seminars for your employees?

  • Empower employees with financial decision-making for retirement.
  • Deliver comprehensive explanations of company benefit plans.
  • Meet employees’ growing need for unbiased financial planning advice.
  • Provide a lasting benefit to your employees.
  • Enhance your company’s image by showcasing care for employees, even post-retirement.
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Our Pre-Retirement Seminars tackle all your retirement planning needs! While we can customize them to your group’s specific interests, here are some popular topics we cover:

What will your employees achieve with this program?

  • 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 of the employees
  • Investing wisely to achieve financial independence
  • Tax minimization
  • Sources of retirement income
  • Estate planning

 

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