Most employees who are approaching retirement don't fully understand what lies ahead and may not know how to utilize the tools and services provided by a 401(k) provider.
John breaks down the critical aspects of retirement to help them prepare.
He guides those approaching retirement on how they can best plan for the future, from managing risks, to avoiding depression, and everything in between.
How to generate retirement income & manage risks
How to prepare for medical costs and long-term care
How to achieve a fulfilling retirement and avoid depression
Request a retirement-related topic of your own
The fee for John to speak at events ranges from $500-$5000, depending on various factors. Please contact us for details.
Typically, some sort of voice amplification system and a screen for PowerPoint are needed.
John typically speaks to corporate pre-retirees over age 50 or folks who are recently retired, but is also extremely relevant for key executives, management of all ages and any group that is interested in retirement topics.
John typically needs at least one month notice for scheduling. His presentations can be tailored to fit the needs of your group and can range from half an hour up to four hours (which can be broken up over two days).
John does not sell any products or services during his speaking engagements and keeps investment information very general. If attendees would like to seek John’s services separate from the the sponsoring organization that will be up to the the sponsor to authorize or not.