Bring practical financial education to your next meeting.
Senior Financial Group is available to speak at employer, retiree, community, and organizational meetings. There is no fee for this educational service.
Available topics
- Annuity education
- Lump-sum pension rollovers and common withholding issues
- Understanding and evaluating financial fees
- Estate settlement: reducing cost and delay
- Maximizing pension benefits
- Tax-aware legacy concepts
- 401(k) and IRA rollovers
- General retirement-product education