50+ CE Courses $29 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Client and 401(k) employee education

Client and 401(k) employee education

Every year, people spend thousands of hours working for their money, while rarely understanding how to make their money work best for them. In the meantime, the dollars they save are eaten away by inflation, taxes and bad investments. Sadly, our educational system doesn't teach people how to manage their money so they can protect and do more with what they have.

 

Employees need to understand the challenges they will face before they retire so they can make informed decisions about when to retire and how to take distributions from their pension, 457, 403(b), and other personal retirement savings. Employers and counselors need to teach pre-retirees what they need to know to successfully transition into and manage their income in retirement so employees experience the greatest enjoyment and peace of mind.

 

YOU present the workshop!

The Retirement Resource Center offers you two options to help YOU educate YOUR clients or employees about the basic financial management skills they need to productively and confidently reach their financial and values-based goals, reduce debt and dig up dollars for retirement, and to make informed decisions about when to retire and how to convert employer retirement plan and other savings into income during retirement:

 

Improve your presentation skills

Would you like to improve your ability to relay important information to employees during presentations? Learn how to make your delivery more dynamic with this Presentation Tips and How-To's 1.5 hour online course.:

 

Joseph Tabers, CSP, Joe Tabers Consulting, is an expert in improving workplace presentations, interpersonal communication skills and relationships. Presentation Tips and How-To's

Joe Tabers, CSP, Leadership Enhancement Coach

(1.5 hrs CRC® CE, not eligible for CFP® credit)

Do you have the presentation skills required to be the retirement counselor of the future? The need for the informative and dynamic delivery of information is an integral part of the new business model needed advisors and retirement counselors to service the mid-market.

 

Client and Employee Workshops and Presenter Skills courses

Grid | List (1 to 7 of 7) « Prev | Next »
Employee Combination Package of  "Controlling Your Financial Future"  and "What You Need to Know About Managing Your Retirement Income"  Live Workshop Single User License

Employee Combination Package of "Controlling Your Financial Future" and "What You Need to Know About Managing Your Retirement Income" Live Workshop Single User License

Together, these courses cover basic retirement income and financial planning decision-making skills needed by employees in early, mid and late career stages, and help future retirees plan how to take income distributions.
$1,475.00
Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Live Workshop License

Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Live Workshop License

Designed for the employer market, you'll teach the basic financial management skills employees need to productively and confidently reach their financial and values-based goals, reduce debt and dig up dollars for retirement.
$995.00
Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop Annual License Renewal

Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop Annual License Renewal

Renew your Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop annual license!
$225.00
Employee "Controlling Your Financial Future" Workshop Workbooks - 20 pak

Employee "Controlling Your Financial Future" Workshop Workbooks - 20 pak

Have you already licensed the Controlling Your Financial Future Workshop and need more workbooks? Packaged sets of 20 are available. You save when you buy more than one!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Single User Live Workshop License

Employee "What You Need to Know About Managing Your Retirement Income" Single User Live Workshop License

Designed for the employer market, you'll teach participants what they need to know to make informed decisions about when to retire, when to take Social Security, and their options taking distributions from their retirement savings.
$995.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Annual License Renewal

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Annual License Renewal

Renew your Employee "What You Need to Know About Managing Your Retirement Income" Workshop annual license!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 20 pak

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 20 pak

Have you already licensed the What Your Need to Know About Retirement Income employee workshop and need more workbooks? Packaged sets of 20 are available. You save when you buy more than one!
$225.00
Grid | List (1 to 7 of 7) « Prev | Next »

-