To complement your benefits offerings, Ipswich Bay Financial offers unique Financial Education Seminars to give employees an analysis of their current financial situation, along with goal planning and information on a broad array of options available to them.

This crucial service is something we can provide through partnering. The seminars are customized and designed to create a strong sense of goodwill between employees and management. A side benefit of this type of offering is employee loyalty and increased productivity

Some of the many things participants will learn during the workshops:

• Create a lifetime financial plan
• Use new federal tax laws to your advantage
• Determine which retirement plan distribution option is right for you
• Reduce insurance costs
• Properly allocate your assets to maximize returns and minimize risks

Financial education is your opportunity to teach your employees how to help themselves, particularly in light of the fact that responsibility for retirement planning has shifted from the government to the individual.

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Securities Offered Through Investors Capital Corporation, Member NASD / SIPC 800-949-1422 Investment Advisory Services offered through Investors Capital Advisory 800-462-4610, 230 Broadway, Lynnfield, MA 01940