Retirement Preparation Seminars for Employees

Does your company have employees with concerns about retirement planning?


Our firm provides education seminars for employees of all ages regarding:

·         Having enough in savings to retire;
·         How much to withdraw from investments (based on varying lifestyles);
·         What to do with their various retirement accounts;
·         How to structure investments when approaching and entering retirement;
·         Pre-Tax vs ROTH Solutions;
·         Social Security Projections; and
·         Healthcare Costs

Because Guidance Wealth provides comprehensive retirement planning and combines that professional experience with our intimate knowledge of employer sponsored retirement plans, we are uniquely qualified to provide valuable and unbiased insight and professional advice to anyone seriously contemplating or preparing for retirement.  In addition, some of the most critical, but overlooked considerations involve an effective structure of both taxable and tax free withdrawals combined with other benefits.   

Please call us to discuss how you can offer our expertise to your employees as an added benefit for their years of service to your company.