Creating A Secure Future®
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Many organizations have experienced that their younger employees take little or no interest in retirement planning. The consequence is that younger people ignore their 401(K) plans, wait too long to start the planning and investment process, and waste a significant opportunity to insure their futures.

Creating A Secure Future™ is a half-day workshop with the purpose of having employees recognize the importance of starting to invest for retirement as early as possible, to insure that their retirement incomes will support their lifestyles.

Participants gain:

• Clarity about the inevitable and significant rise in the cost of living over the long time period they have until retirement.


• An understanding of the size of the investment portfolio that would be required to generate the required income.


• Information about how to create such a portfolio.


• An appreciation of the value of intelligently managing their 401K investments.