Corporate Education Events
Employee Retirement Education
Retiring Employees Need Advice on More than Just Their Company Retirement Plan
Employees Need Advice:
We teach your employees strategies that they can use to improve their chances for a successful retirement. Usually retirement education is centered on suitably investing into the company plan, however we shift the focus from suitably investing to how to prudently retire.
Let InFocus Financial Advisors, Inc. provide your employees with much needed financial and retirement education. An employee that is more able to successfully retire is a happy employee but also a cost savings to your company. When older higher paid employees retire they are often replaced with younger, lower cost, employees. In this way proper retirement education has benefits for both the employee and the company.
Our Instructor and Advisor:
Eric W. Johnston, CFP® has more than 20 years experience in the financial industry. He has a wealth of knowledge and has dedicated himself to helping people meet their retirement goals. He currently provides retirement education to the State of Maryland Employees several times a year all over the Eastern Shore.
At InFocus Financial Advisors, Inc. your employees can retain an ongoing relationship with Eric and the rest of our Retirement Preparation and Management Team. This means the employee has someone to turn to for advice after they have retired. This takes the responsibility off of the company to assist past employees with any retirement questions or issues that may arise.
Some of Our Topics Covered:
- Social Security Claiming Strategies
- Medicare Information
- Matching Spending to Investment Decisions
- Review the most Critical Retirement Hurdles
- When to Pay off or not Pay off a Mortgage
- Retirement Income Strategies
Different Presentation Options for Your Employees:
- Lunch and Learn Presentations at Your Office
- One on One Meetings With Employees Nearing Retirement
- Group Presentations