Free

Investing in Your Future: Educational Strategies for Financial Savings

Event Information

Share this event

Date and Time

Location

Location

389 Fifth Avenue, Suite 300

(between 36th & 37th Streets)

New York, NY

View Map

Event description
Strategies and insights on the importance of financial planning education for your employees.

About this Event

As we embrace the new decade many companies, and employees, are taking stock of their finances to be better prepared for what is to come. If your company offers a savings program you have a strong start, however helping employees understand how to save most effectively will help provide the knowledge necessary to ensure for a financially sound future.

Companies that offer financial savings programs are providing a roadmap for their employees’ goals which ultimately increases employee satisfaction, retention and productivity.

We will discuss:

  • Moving on to the next step of financial planning with respect to transparency of fees, and plan design while understanding the respective privacy laws.
  • Understanding the fiduciary responsibility of an employer offering retirement savings programs to employees.
  • The importance of and strategies for focusing on education to balance the importance of current student loan debt and retirement plans to prepare for the future.
  • SECURE Retirement Legislation - Setting Every Community Up for Retirement Enhancement Act of 2019: Understanding the changes to tax laws for retirement plans and Making it easier for small business employers to offer plans (on their own or by joining with other employers in a multi-employer plan)

Date and Time

Location

389 Fifth Avenue, Suite 300

(between 36th & 37th Streets)

New York, NY

View Map

Save This Event

Event Saved