Employee Education Programs
Prime Approach
Retirement Planning Plansmart Financial Planning Finance and
Investing for Women Severence and Early Retirement Packages Income
Protection Seminar Series Planning for Assisted Living and Long-Term Care
Planning for Assisted Living and Long-Term Care
By Karen Diamond B Admin CFP, R.F.P.
ISBN 0-9731660-1-0
12 pages
Overview:There is a distinct
different between the "Golden Years", the best years of retirement and the
"Olden Years" where health concerns over-ride most other issues. Are your
employees prepared for the financial and lifestyle implications of aging?
A unique feature of this program is that it can be customized to include your company logo
and contact information. Contact us
for pricing, minimum orders and more information about customized seminars.
Facilitators: Each seminar is facilitated by a member of Rarestone's national
network. Facilitators are carefully selected and have, at a minimum, CFP (Certified
Financial Planner) designations. Employers are encouraged to include other professionals
as needed.
Materials: Course material is specific to Canadians. All materials are updated
frequently, ensuring that your employees receive the most current information. Each
participant will receive a workbook. Facilitators are able to present the material using
either overhead transparencies or Microsoft PowerPoint.
Program Length: This program is approximately two hours in length.
Education modules: Lifestyle implications Financial implications Social trends
and demographic issues Governments are already looking ahead Planning objectives Control
the outcome of your experience Funding options |