Financial Education Programs
These programs are offered on CD and consists of:
- an interactive audio and video presentation
- a companion textbook with interactive forms
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e-mail links for support on topics presented in the program.
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Lifestyle Planning: A Guide through Financial
Transition
This program focuses on your financial wellbeing in the event you’re
faced with a job/career change or retirement decision. You’ll learn
how to establish a plan of action to deal with this decision so that
the ultimate effect on your way of life is positive.
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Let’s Talk About… Financial Planning
An educational program designed to help you identify your financial
objectives utilizing the financial planning process and focusing on
the creation and implementation of a working financial plan. Topics
include: life insurance, mortgages, debt reduction, estate
planning, and effective integration of company-provided financial
benefits.
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Let’s Talk About… Retirement
Planning
An educational program designed to help you understand your
retirement objectives and establish a plan to achieve and maintain
your retirement lifestyle goals.
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Let’s Talk About… Investing with
your Tax Deferred Savings Plan
An educational program designed to help you understand and maximize
the effective use of our tax deferred savings plan. The focus of
this program is to help you identify your retirement saving
objectives and establish effective investment strategies utilizing
your company provided savings plan.
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