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.
Please review our copyright disclosure statement
to continue:
Contact Us
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