Virtual CPE: Employer’s Role in Helping Employees Visualize Retirement & 8 Stepping Stones to Your Third Act

PART 1 | Employer's Role in Helping Employees Visualize Retirement

Program Description
Employers can help in employee’s preparation for both the financial and the emotional aspects of retirement and will set themselves apart by aiding their employees in retiring with dignity.

Learning Objectives

• Understand how employers can provide an increasingly important role to help their employees with planning for retirement.
• Understand how to set yourself apart as an employer by focusing on helping employees be better prepared.

PART 2 | 8 Stepping Stones to Your Third Act

Program Description
Review the steps needed to prepare for the next phase of your life. Help identify potential hurdles, and emphasize strategies for success for your Third Act.

Learning Objectives

• Learn how to set goals and understand income in retirement, Social Security and Medicare.
• Understand how to handle your nest egg and define your ikigai.