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PERSONAL FINANCIAL EDUCATION
General Description
This course is designed for companies that want to educate and encourage their employees to take control of their own personal finances. Participants learn to pro-actively work toward improving their financial well-being. A comprehensive manual provides significant background information and worksheets which allow participants to pursue their own interests and concerns at their convenience. Emphasis is directed toward understanding the significance of a long-term savings program and the important role of company sponsored 401k and other plans and benefits. Consideration is also given to the role that insurance and taxes play in developing an all inclusive financial plan.
Objectives
Participants gain the knowledge and skills needed to ...
 Determine where they are financially today and where they need to be
Manage their financial affairs more intelligently
Make intelligent personal financial decisions
Minimize taxes
Maximize benefits
Prepare for retirement
Content
| Investments
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Company 401k
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| Retirement planning
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Insurance
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| Taxes and tax planning |
Personal financial statements |
| Record keeping and budgeting |
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Duration: ½ - 1 day
Phone (610)388-0969 / Fax (610)388-8654 / info@sircoconsultants.com
Copyright © 1999 Sirco Consultants, Inc. All rights reserved
 Instructor Led
Multi Media
Executive Coaching
Impact Consortium
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