Lunch and Learns

Our Financial Seminars are designed to encourage better saving and investing: we bring lunch and present on a personal finance topic that’s relevant for your team.

Why your company should host a Lunch and Learn:

Encourage learning. We’ll show your employees how to make smart investment decisions and how to plan for big lifestyle changes (e.g. getting married, having children, or buying a home).

Expert Advice. With over 33 years of experience, providing solutions to young professionals, families, business owners & retirees.

Empower staff through finances. Our 45 minute Lunch and Learn is purely educational. The most common feedback we recieve is how nice it is to attend a truly educational workshop with no pressure.

Lunch is on us. We provide a complimentary lunch for your team and present at your office.

Lunch and Learn Topics

Guide to Retirement

Retirement is different now than for previous generations, and many topics and issues are interconnected. In each section of the Guide to Retirement, we discuss common client misconceptions and retirement challenges and provide the tools to address them.

Changing retirement landscape
Saving
Retirement spending
Investing
Life expectancy & retirement longevity
Recession and bear markets
Historical perspective

Social Security

Learn strategies to maximize your Social Security benefits. Uncover little known strategies that could boost your lifetime benefits and key factors you need to know before applying for Social Security.

When to start your retirement benefits
How benefits are calculated and simple strategies to potentially increase them
Understanding diasability benefits
Medicare - Understanding enrollment periods
Working and Social Security

Near Retirement

The 5 years before & the first 5 years into retirement are the most critical to maintaining your retirement lifestyle. If you’re retiring within a few years, you’ve probably got a lot on your mind. When will I be ready to retire? Will I still need to work? How much money will I have? How long will my money last?

Principles involved in sound financial planning
How to organize, review and assess your retirement finances
Tax Planning
Will & Estate Planning

Contact Us About Lunch and Learns