EMPLOYEE RETIREMENT PLANNING
How to plan for a successful retirement-at any age!
by
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TO OUR EMPLOYEES/MEMBERS
“This retirement planning book is dedicated to employees
and members who may be retired almost as long
as their years of employment!”
On behalf of your employer, company or member organization providing this financial education program, financial advisor(s) and the authors, we would like to personally compliment you for taking the time to plan. A tremendous amount of research and experience has gone into this retirement planning project, and we know for a fact that if you read this book, complete the assignments and follow its guidelines, you will increase your chances for success providing for that older person you will some day become!
Advice for young employees: The desire for material things can take all your money and keep you in debt and struggling. Don’t allow your paycheck go “out the window” with no savings for your financial security. Start paying yourself first by saving money in your company retirement program or other savings plan.
Advice for employees seriously thinking about retirement: With a sound pre-retirement and/or retirement plan you can face the future with confidence. People don’t usually plan to fail financially, they just fail to plan. Don’t allow yourself to reach retirement without having done your homework. You are fully responsible for that older person you will some day become. You will have to live with the results of your planning or lack of planning. It is absolutely never ever too late or too early to start planning.
Advice for those who have already retired: Never ever stop planning! There are too many changes that can cost you dearly. Protecting your home, savings and investments becomes even more important after retirement.
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Book Details
About the Book
Our book is a self-study guide that will help any individual plan for their retirement.
Employee Retirement Planning was written from the results of providing individual retirement plans over a period of 32 years.
This book will serve as a study guide for anyone at any age who is serious about building financial security. Whether you are retiring soon or would like to know how much money you need to be saving for the future, you will receive a tremendous benefit from completing this retirement self-study book.
About the Author
The co-authors of this pre-retirement and retirement planning book has over 32 years experience in the financial services industry as a business and an individual pre-retirement and retirement planning consultant and advisor. Mr. Whitaker is founder and president of The Internet Connection Association of Ohio, Inc., a non-profit financial education company providing a number of employee financial education programs. He is also founder and General Partner of The Advisor Group, Ltd. and co-founder of National Insurance Marketing Services, LLC.
He was formerly Assistant Vice President of MONY where he served as national director of retirement planning, responsible for training 80 offices nationally on how to provide employee financial and non-financial education programs. He was instrumental in setting up five community bank programs to offer full service retirement planning to bank customers. He is a speaker on the issues of aging, a writer and publisher and has provided consulting and training to financial planners, broker dealers, insurance companies and employers.
He has provided retirement planning programs for numerous companies on a national basis such as Martin Marietta Corporation, Monroe Auto Equipment Company, NASA Space Flight Center, Ohio Bureau of Workers Compensation, Tiffin University programs, Scioto Paint Valley Mental Health Center, Meade Corporation, Ohio University “Communiversity” program, University of Alabama, Athens State College, OSU Extension Office, Brookdale Community College, New Jersey Institute of Technology, Mutual of New York employees, New Jersey Institute of Gerontology and a number of other organizations.
Mr. Whitaker has written articles in HR Magazine, Dublin Magazine, Insurance Marketing, Insurance Selling, Employee Benefits News, Financial Service Times, The Messenger and numerous other publications. He is well qualified to assist any company employee group on how to effectively prepare for retirement. He has provided retirement plans for thousands of employees and individuals for many years. For more information on Mr. Whitaker’s background, you may go to his web site at: www.retirementplanctr.com. and www.advisor-group-ltd.com.