"We should never allow ourselves to be bullied by an either-or. There is often the possibility of something better than either of those two alternatives." ~ Mary Parker Follett
Something to think about.
45% of retirees aged 55-75 surveyed in April 2009 have either not calculated how long their assets are anticipated to last during their retirement years or they have never given the issue any thought.
~source: Society of Actuaries
Are you prepared?
- Are you saving $$ on autopilot each month?
- Is your debt under control or managed correctly? Especially your Biggest Debt...your mortgage?
- Do you have a financial plan in place?
- Do you know what tax laws can benefit or hurt you?
Consider this...
- People are living longer and working longer than planned.
- "Bad" debt is eating away at your retirement.
- Is much of your financial growth being lost because of the current financial turmoil?
- Taxes ARE increasing like it or not. Do you know how to protect your hard earned income?
"Getting Fiscally Fit" is just one of the employee benefit workshops that we offer to help business owners and managers offer their team to help become happier and more productive employees.
Here are the things we discuss during our 1 hour workshops at places of business, groups, organizations, etc.:
- How to overcome the roadblocks to financial success.
- Creating and maintaining a financial blueprint.
- How our daily habits influence our financial fitness.
- How to develop our own action steps to financial freedom.
- The need to identify cash flow traps.
- Why tax-planning vs. tax-preparation can put dollars back into your monthly cash flow.
Before you quit reading, consider the statistics presented by the Society of Actuaries. People are concerned, stressed and fearful about their futures. Wouldn't it feel great knowing that you have helped a co-worker or employee lay the right path to a successful financial future?
If you answered YES then read on..If you would like to host one of these events or you would like your employer to host one of these events so that you can get started on working on the answers to the question above, all you need to do is forward this email to someone in your Human Resources or Employee Benefit Department and/or reply with the person in charge of scheduling these kinds of benefits.
We are a 501(c)(3) non-profit organization that provides corporations, family businesses and organizations with financial education through seminars and workshops. Our 20 plus seminars cover a wide variety of topics meaningful to everyone.
We offer these seminars at NO CHARGE. You and your team will obtain useful information that will help identify your financial needs. As an employer, family business owner, or organization you will be receiving / providing a valuable, but yet NO COST SERVICE. As for us, we benefit by the exposure that we gain in the community.
Our seminars are NOT SALES EVENTS. We do not endorse any specific products nor companies. Our primary purpose is to provide general financial education to the community.Feel free to research us more at www.sofa.org.
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