Keys2FinancialSuccess is presented in your worksite conference or meeting room on a periodic basis – quarterly, monthly, or even weekly – whatever meets your group’s needs. The series can be as short as two sessions or as long as the full series of 4 one-hour-long sessions. One method is to start with the first two session and then survey the interest of your group regarding additional sessions.
“7 Keys to Financial Success – Part 1”
How to get on the road toward financial independence
“7 Keys to Financial Success – Part 2”
More on freeing yourself from debt, maximizing savings, and using rollovers
“Investment and Tax Strategies”
Savvy strategies targeting higher returns and lower risk, reduce tax, test risk tolerance, etc.
“Traditional IRAs vs Roth IRAs”
Also beneficiaries, wills, life insurance