Retirement Planning Presentation Provides Turnkey Solution

CPA delivering Retirement Planning Presentation

Corporations, religious institutions, and nonprofit organizations may recognize a powerful need to spread financial literacy among their employees and the people they reach. Yet many may not know where to look for professional materials to promote financial competency. Now the National Financial Educators Council has developed a retirement planning presentation that offers a turnkey solution to the needs of any group.

The Road to Retirement series seeks to offer a retirement presentation that improves the effectiveness of participants’ financial planning capabilities. The materials meet core college-level educational standards while remaining practical in nature—giving people tools they can readily apply to real-world situations.

Following are some of the key features of the NFEC retirement course:

  • Independent and conflict-free: The NFEC is not affiliated with any financial institution or commercial enterprise, so the Road to Retirement coursework never serves to promote or sell products or services.
  • Interactive: The lessons use practical, hands-on activities to help participants develop a clear financial plan. Activities guide people from the very beginning of the planning process through the next level toward achieving financial security.
  • Educational standards: While these financial education resources employ real-world activities to get the message across, they also remain true to core educational standards.
  • Modular design: The materials are created in modular format to meet a variety of scheduling needs and delivery methods. The coursework can be presented as workshops, one-on-one training, boot camps, and more.
  • Expert design team: The NFEC collaborated with an expert panel of educators, financial professionals, and financial educators to develop these materials.

These financial workshops are available to serve various business objectives, and are designed to cover three essential retirement planning topics: retirement planning and investments, insurance (life, disability, and long-term care), and adult financial foundation.