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Personal Financial Education
TRADITIONAL: PARTICIPANT INTERACTIVE
COURSE DESCRIPTION
This course is designed for companies that want to educate and encourage their employees to take control of their own personal finances. Participants learn to pro-actively work toward improving their financial well-being. A comprehensive manual provides significant background information and worksheets which allow participants to pursue their own interests and concerns at their convenience. Emphasis is directed toward understanding the significance of a long-term savings program and the important role of company sponsored 401k and other plans and benefits. Consideration is also given to the role that insurance and taxes play in developing an all inclusive financial plan.
COURSE OBJECTIVES
Participants gain the knowledge and skills needed to ...
- Determine where they are financially today and where they need to be
- Manage their financial affairs more intelligently
- Make intelligent personal financial decisions
- Minimize taxes
- Maximize benefits
- Prepare for retirement
COURSE CONTENT
- Investments
- Retirement planning
- Taxes and tax planning
- Record keeping and budgeting
- Company 401k
- Insurance
- Personal financial statements
DURATION
1/2 - 1 day
Call us at 610.388.0969 or use our convenient contact form.
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