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Employee Retirement plans

Your Why

Financial Education

Financial Education

It's very helpful to know why you have a Retirement Plan for your employees.  Is it just to keep up or are you trying to add value?  If you want to maximize the value, you need to educate them on their benefits.

Financial Education

Financial Education

Financial Education

When people understand compound interest (they have to see the graph), then they calm down significantly with respect to financial stress.  This means a more present worker and is why it is very much in your interest to help them.

The Details

Financial Education

The Details

Who is helping you?  I partner with Employee Fiduciary to help small business deliver a plan that doesn't cause headaches, but does deliver the employee benefits you want to provide.  Is your team getting the right education?


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