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finedco utilizes
a series of comprehensive and interactive
workshops designed to meet the educational needs of a diverse employee
population.
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T.E.A.M. SERIES™ |
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Teaching the basics of money manangement.
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Covering the basics as well as more
advanced topics.
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Helping employees to determine whether
they are on course for retirment, and if not, offering solutions.
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Teaching employees the ins, outs and
how to maximize this valuble benefit.
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The same as 401(k), but specific to
403(b) programs.
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PROGRAM FORMAT
The format of the finedco
programs includes educational instruction, class exercises and homework
for participants. These elements combined with the professionally
designed curriculum and materials enhance the learning process for
workshop participants. Additionally, each program can be customized
for a company's special needs and/or specific requests.To Contact
Us: daryl@finedco.com
MONEY CONCEPTS™
A three-hour workshop designed for individuals who desire to learn
the basics of money management. Topics include setting financial
goals, managing income and estimating expenses, tax planning, retirement
planning, and a review of the sponsoring company benefits.
One of the features of the Money Concepts™
program is the Income/Expense group exercise. It teaches the
employees how to manage "money in" and "money out."
It reinforces one of the priorities of the program which is Pay
Yourself First and teaches employees how to free up money in order
to participate in company sponsored benefits such as a 401(k) and
Flex Spending accounts.
MONEY BASICS™
A six-hour workshop frequently divided into two, three-hour sessions.
In addition to the topics covered in Money
Concepts™, this comprehensive program covers all aspects
of personal money management including advanced topics such as education
planning, estate planning, investments, and determining insurance
needs. Upon completion, participants have the tools and knowledge
to develop their own financial plan.
RETIRING EASY™
A three-hour workshop typically designed for individuals who are
nearing (5 - 15 years until) retirement. Topics include understanding
retirement lifestyles, managing retirement income, estimating retirement
expenses, retirement investments, estate planning and insurance
management. The Retiring Easy™
program will help the employee determine if they are on course to
retire when they plan to, and if not, what they can do to meet their
retirement goals.
THE MAGIC of 401(k)™ or THE MAGIC of 403(b)™
These two-hour workshops are designed to assist individuals in understanding
their 401(k)/403(b) plan, determining contribution amounts to the
plan and making the investment choices that are appropriate for
the participant. Topics include advantages of a 401(k)/403(b) plan,
investment choices, and making the 401(k) plan work for them.
Participants learn how to do asset allocation within their 401(k)/403(b)
plan and use this information to meet specific retirement income
goals. This program will help employees determine how much
income their 401(k)/403(b) plan will
generate upon retirement and if it is inadequate, what options they
have to fix it.
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