Event Details

Empower Employees to Retire Well

Financial planning is a broad topic, encompasses a variety of topics and applications can vary based on demographics and of course income differences.  Finances can also be a sensitive topic, one that many will shy away from. 

This presentation will serve two purposes:

1.  To illustrate where most 401k providers fall short in financial planning education,
   1. Target date funds disaster
   2. Calculating inflation adjusted retirement goals
   3. Having savings outside 401k, emergency funds, Rother IRA etc.
   4. When to use in service distributions
2. To show examples of the type of education needed for employees
   1. Rule of 72, returns and asset classes
   2. Dollar cost averaging
   3. Financial independence number

Money is a source of stress for most families and at the very least a topic most would like to improve in.  Not many advisers will take the time to educate clients and employees, but education is the starting point for Empowering Employees to Retire Well.

Speaker:  Jon Conover, Primerica

MORE DETAILS

• Pre-registration required by emailing Wendy Button by midnight on Thursday, December 4th.  Payment instructions will be given upon registering.
• The Chapter pays for the headcount given to BCC the Friday prior to a meeting.  Cancelations of prior registration must be received by midnight on Thursday, December 4th to avoid invoice for the meeting fee.
• No refunds or credits will be issued for cancelations after midnight on Thursday, December 4th or no-shows.
• Doors open at 7am for check-in and networking.  
• Meeting begins at 7:30
• Speaker begins at 8:00
• Hot breakfast buffet is included
• Photographs may be taken and used in Social Media and Marketing.  If you wish not to be photographed, please let us know during check-in
• The Berkshire Country Club dress code business casual.  No jeans, shorts or tank tops.

​This session has been submitted for 1 HRCI & SHRM re-certification credit. 

Approval is pending.