THE
RETIREMENT PLANNING
CENTER

AT
WHAT AGE
SHOULD YOU BEGIN
RETIREMENT PLANNING


NOTICE TO VISITORS
This is a demonstration site only. No member services are provided.
Our self-serve financial literacy educational programs are customized for employers, unions, banks, credit unions and other membership organizations. Our services may each stand alone or be combined into an existing benefit program. Please contact us - if you have an interest in this retirement education program for your employees or members.


Welcome to our
EMPLOYEE
pre-retirement and retirement
planning program

Sponsored
By


XYZ Bank

"We are pleased to provide this valuable
benefit program to assist our employees in preparing
for retirement"


Employees/Members and their families can
access

4
IMPORTANT
FINANCIAL INFORMATION SERVICES

Your Employee
Retirement Planning Services
are:

1



"Your complete online financial information center"


2

- EAFP -

EMPLOYEE ASSISTANCE FINANCIAL PROGRAM
"Your self-serve resource for answers to specific personal questions."

You may contact your EAFP provider by telephone,
fax, email or regular mail"


3
EMPLOYEE
RETIREMENT PLANNING
SELF-STUDY BOOK


4

Employee Money Club

Our "Employee Retirement Planning" book is the foundation for the instructor when conducting our moneymaze club program. Our book is designed for all ages and may be targetted to younger, mid-life or mature employee groups.


A voluntary program providing consistent employee financial education. A monthly employee club meeting is provided to promote debt reduction, maximization of employe benefits, pre-retirement education and retirement planning.


Check Out Our Employee and
Worksite Consulting Services


 

Please continue if you would like to learn more about our self-serve
financial literacy educational programs.

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