Employee Retirement Planning Workshop

By

Paul Lemon, CPA/PFS, CFPâ

Presentation Schedule

Session One – Saving for Retirement and Contentment Today

· 30 minute presentation

· 10 minute “Savings and Me” Worksheet Completion

Break –

· 15 minutes

Session Two – Paying for Your Retirement Dream

· 40 minute presentation

· 25 minute “My Answers to the Three Questions” Worksheet Completion.

Session Three – Your Company’s Retirement Plan(s) in Plain English

· 30 minute presentation

· 10 minute Q & A.

Session Four – Building a Portfolio You Can Sleep With

· 50 minute presentation

· 10 minute “Determining my Stock/Bond Allocation” Worksheet Completion

Break –

· 15 minutes

Session Five – Your Choices Really Do Matter

· 25 minute presentation

· 20 minute “My Choices with Regards to My Retirement Plan” Worksheet Completion

Total Estimated Workshop Length including Breaks:

· 4 ½ hours