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Tax
and Financial Seminars
For the past 20 years, Brick & Kyle has
been providing financial/retirement planning
services to major corporations throughout
the U.S. To those companies who feel obligated
to provide financial planning education for
their employees, we offer an unbiased, non-product
driven approach through educational seminars
to employees approaching retirement as well
as younger employees to empower them to deal
with everyday financial planning issues.
Brick & Kyle’s most popular seminars
are outlined below.
Pre-Retirement Seminar:
(For employees age 45+)
The Pre-Retirement Planning Seminar is designed
to enable pre-retirees (employees age 45+)
to make critical financial planning decisions
as they approach retirement. The seminar can
be designed to run one to two days, depending
on the degree of detail desired. The following
topics are typically covered:
- Company benefits provided in retirement
- Pension options and taxation of lump
sum distributions
- Sources of retirement income
- Lifestyles in retirement
- Estate planning
- Social Security benefits and when
to collect
- Investment strategies in retirement
- Insurance needs in retirement
- 401(k) asset allocation
Planning Your Financial
Future: (For employees age 18 – 45)
Being well prepared financially is not just
an issue for employees who are approaching
retirement. ”Planning Your Financial
Future” can benefit all age groups but
is intended to assist younger employees with
current investment and financial planning.
Topics include:
- Importance of a financial plan
- Setting personal goals and objectives
– short and long term
- Cash flow analysis and net worth statement
- Budgeting and debt management
- Insurance needs – life, health,
disability, homeowner's liability
- College funding
- Investing in traditional and Roth
IRA’s
- Maximizing returns on company savings
plans; review of savings plan options
- Retirement planning and the importance
of beginning to save early
- Estate planning – the necessity
of a will
- Principles of investing with an investment
strategy for the 21st century
- Choosing a financial planner
Lunchtime
Seminars: All Employees
Brick & Kyle offers a range of one- to
two-hour seminars on topics such as debt management,
estate planning, insurance planning, investment
strategies, etc. These seminars are for any
age employee and can be presented within the
timeframe of the company lunch hour.
FREE Advisory Hotline
with Any One- or Two-Day Seminar
In order to handle any follow-up questions
that might arise once a seminar has been held,
Brick & Kyle offers its Retirement
Savings Plan Advisory Hotline
free of charge for the first 30 days following
the seminar. The Hotline is available beyond
that period at a reasonable cost. Click
Here to learn more about the Retirement
Savings Plan Advisory Hotline.
Click here to review
Frequently Asked Questions
about this and other Brick & Kyle Corporate
Programs. |
