Topics Include:
Employee Benefit Meetings - A comprehensive
overview of all of the employers benefit plans. This can include
Medical, Dental, life, vision, dental, voluntary programs,
etc.
Section 125/Flexible Spending Accounts
– Employee enrollment seminar about the advantages of
participating in an Employer sponsored Section 125 plan. Topics
include expenses eligible, tax advantages, mechanics, etc.
Long-Term Care – Information about
protecting wealth in the event of a long-term care need were
to arise.
Financial Management – Basic Financial
Management that everyone should know. Overcoming the Obstacles
to Financial Success.
Estate Conservation Planning – Basic
Estate Planning and some advanced techniques. Discussions
include Challenges, Distribution Planning, Trusts/Documents,
etc.
Securities and advisory services offered through National Planning Corporation (NPC), Member
FINRA/SIPC,
a Registered Investment Advisor. Warren Steinborn Associates and NPC are separate and unrelated companies.
See “Home Page” for full disclosure statement.
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