RETIREMENT EDUCATION SEMINARS
Brick & Kyle Associates offers financial planning seminars to corporations and on a variety of topics and in a variety of formats in an unbiased, non-product driven approach. Our half-day or full-day programs can be customized to meet the objectives of employers relative to a company’s specific benefits and compensation plans.
Our most popular seminars are:
Pre-Retirement Seminars designed to help those within 10 years of retirement which includes such topics as importance of 401(k) asset allocation, pension options and taxation of lump sum distributions, insurance needs in retirement, Social Security benefits and when to collect, and sources of retirement income.
“Planning Your Financial Future” designed for all age groups to assist with current investment and financial planning needs. Topics include importance of a financial plan, setting personal goals and objectives, budgeting and debt management, and investing in traditional and Roth IRA’s.
“Lunch and Learn” seminars on a variety of topics such as debt management, insurance planning, investment strategies, etc.