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.

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 company benefit plans.
  • To answer a growing need by employees for timely and, more importantly, totally objective financial planning advice.
  • To give your employees a lasting benefit.
  • To enhance your company’s image by showing that you care about your employees, even in retirement.

Pre-Retirement Seminars cover 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:

Several reasons to offer such a program to your employees 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 of the employees
  • Investing wisely to achieve financial independence
  • Tax minimization
  • Sources of retirement income
  • Estate planning
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