Workshops

Workshops are reguarly scheduled throught the Chicagoland and NW Indiana area.  We've delivered these company benefit centered workshops to many a union and management audience.  The workshops are focused on explaining the intricacies of company pensions, savings plans, 401(k)s, thrift plans and benefits.  The sessions are complimentary, explain how you can maximize your Retirement Benefits and are held on a variety of topics that answer questions such as:

• Ways that you may be able to possibly receive penalty-free income from your retirement assets prior to age 59 1/2?  
• What to do when you receive a retirement offer?
• What do I consider when choosing how to receive my pension?
• How will changes in interest rates affect my pension benefit?
• Is my 401(k) invested appropriately for my risk level and time frame?
• When is the best time to retire to receive maximum benefits?