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Speaking Appearances

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Countdown2Retirement is an informative and entertaining presentation that will help your managers and employees have a more confident outlook for their retirement. They will learn answers to important questions like:

  • When can I comfortably retire?
  • Will I have enough money?
  • How can I grow my retirement nest-egg safely?

We will customize this program to meet your group’s needs, including:

Test Your Investment Personality, a short quiz that helps to identify how you should be investing your retirement money.

The Countdown2Retirement Checklist which helps you get organized and prepared for retirement.

The Age Milestone Chart shows what you need to do at what ages to maximize your benefits from Social Security, Medicare, Long Term Care, Wills, and Trusts.

Identity Theft Protection through a truly free credit report every 4-6 months, with no strings attached.

Catch-Up Strategies for those who may be late getting started, especially if you are nearing retirement time.