Although Gary Bennett has retired from his practice of serving individual clients as a Certified Financial Planner, he does conduct group seminars covering the essential topics of financial planning and time proven strategies to achieve financial independence.
Businesses invest considerable time and money developing their employees into productive assets. The longer the employees remains with the company, the greater return the company receives on that investment.
Research shows the one of the greatest reasons for discontent on the job is financial insecurity in their private lives.
Let a Bennett Business Financial Seminar on Personal Financial Planning help keep your employees focused on your corporate objectives when they are on the job.
Help to ensure that your company’s investment in your staff will continue to pay dividends for years to come by making your employees content with their careers.
Help your staff avoid the most common mistakes that investors make:
A Bennett Business Personal Financial Seminar will enable your employees to evaluate and implement proven strategies to secure their own financial future. It will cover the following topics.
This will involve a self-analysis of one’s family situation so that the plan can be developed to reflect that reality.
This will involve setting financial goals in measurable terms so that one can assess one’s progress in implementing the plan and take appropriate action.
This will involve reviewing one’s current financial situation by ascertaining one’s:
This will include all assets and asset types, not just securities. This will involve determining and describing:
This will involve:
An effective savings program is the cornerstone to successful investment planning. This section will demonstrate:
The investment plan needs to match your long term goals and take your risk tolerance into consideration. The plan will discuss:
The plan will demonstrate a variety of tax reduction and deferral strategies to save for your children’s or grandchildren’s education including:
The plan will show you how to integrate the various aspects of your investment portfolio with your:
Description of need for risk control and purpose of life, property, automobile, disability, and business insurance.
Purpose of this part of the plan is to maximize the estate that you pass onto beneficiaries, while minimizing your estate taxes and meeting your goals. It will discuss:
Each seminar attendee leave the seminar with a far great wisdom about their personal financial planning. Each attendee will be given a ‘THINGS TO DO CHECKLIST to get them started. This is a quick point-form personalized review list of what to do and when to do it. Getting started on their road to financial independence will serve your company well for years to come.