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 Assisting Your Employee's Well Being Makes Good Business Sense Why does my company need this? Today's average adult faces numerous complex financial decisions and challenges, yet most have received no formal introduction to the topics that would help them make more informed choices. From that perspective it's not surprising that many are struggling to get by and not preparing for challenges of tomorrow. Wise employers know that when a worker has financial problems so does the company. The symptoms are often seen as poor performance, low morale, absenteeism, not participating in critical benefit programs, even temptation to steal or ERISA related litigation. Not a "Lunch 'n Learn"! Financial Boot Camp goes beyond the typical by encompassing multiple workshops that cover a wide range of topics and even engages other subject matter experts. Programs are designed to be implemented over time and integrated into your schedule. Our goal is to become a true support to the HR professional and resource to the employee. The Financial Boot Camp program is presented by Matt Wilson and offers a unique combination of two popular seminars: The Coming Storm: 7 Factors of America’s Retirement Crisis and The Complete Financial Management Workshop series. Matt is a well known speaker in Phoenix and has presented at many organizations including area corporations, community colleges, The Keller Graduate School, and civic groups. He was also a guest presenter at the 2011 Arizona State SHRM conference (Society for Human Resource Management). Please note that there are no product demonstrations or sales pitches. See how this program can help your company, contact Matt Wilson 602-494-0400 x25 or mwilson@goldfc.com
Boot Camp Topics The Coming Storm
- Understanding the 7 Factors of the American Retirement Crisis
Your 401K Plan
- Plan basics and guidance for participants
Risk Management
- Safeguarding money and assets
- Protecting the family's future
- Determining how much insurance is enough
Cash Management
- Creating better cash flow
- Understanding budgets
- Managing debt
- Building net worth
Personal Investment Concepts
- Assessing investment risk tolerance
- Avoiding common investment mistakes
- Reviewing investment options
- Balancing volatility and stability
- Funding a college education
Tax Management
- Assessing tax liability
- Using tax-favored strategies to keep more income rather than giving it to Uncle Sam
- Understanding the benefits of tax-deferred, tax exempt, and tax-reduction strategies
Retirement Planning
- Calculating the cost of retirement
- Evaluating various sources of income
- Utilizing retirement savings programs
- Selecting appropriate investments
- Preparing for a more comfortable retirement
- Avoiding penalties on retirement plan distributions and rollovers
Estate Conservation
- Preserving more of an estate for heirs
- Keeping an estate out of probate
- Finding ways to reduce taxes
- Benefiting from trusts and charitable giving strategies
No products will be promoted as part of these seminars. There is no obligation to conduct business following the sessions with Matt Wilson, ING Financial Partners, or Gold & Associates. Securities and Investment Advisory Services offered through ING Financial Partners, Inc. Member SIPC. Gold & Associates is not a subsidiary of nor controlled by ING Financial Partners, Inc.
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