Financial Education Services
Financial education for Plan Members of Defined Benefit (including IPP, SERPs, RCA) and Capital Accumulation Plans.
- Customizable seminars for members of Defined Benefit Pension Plan and CAPs; seminars designed to satisfy corporate retirement governance requirements
- Seminars targeted to members investment sophistication and period to retirement
- Seminars targeted to specifically address certain short comings in financial education of members
- Seminars to address specific needs for members converting from DBPP to CAPs
- Ad-hoc seminars to address other areas, i.e. financial planning, estate planning, etc