InvestorTrainer.com offers employers, organizations, and the United States Military on-site training seminars to help employees/members with retirement planning. These educational seminars describe the challenges involved in retirement planning and the reality of a retirement lifestyle without adequate preparation. The steps to designing and implementing a successful investment strategy, is presented in easily understood, non-technical terms. The impact of an individual’s temperament on the success or failure of his/her investment plan is also explored.

Seminar topics:

Setting financial and retirement goals
      Why set goals
      Keys to successful goal setting
      Reality of living on Social Security
Understanding personal financial statements
      Cash flow analysis
      Budget
      Balance sheet/net worth statement
Understanding Risk Tolerance
      Why knowing your risk tolerance is important
      Determining your risk tolerance
Designing an Investment Plan
Utilizing IRA’s and employer-sponsored retirement plans
      Why participate
      Features and benefits
      Fitting them together
Maintaining your investment plan
      Rebalancing your investments
      Withdrawal options

Seminar length: 1 day (8:30 AM – 4:00 PM)

For information and additional details, contact us:  info@InvestorTrainer.com.