Broker Check

150A Andover Street Suite 2 Danvers, MA 01923

978.777.6554
rcella@ipswichfinancial.com
Client Login
Ipswich Bay Advisors Home
Ipswich Bay Advisors Home
  • Home
  • Home
  • About Us 
    • Our Mission
    • Our Pledge
    • Our Team
    • Our Strategic Partners
    • Ed Slott Master Elite IRA Experts
    • Research-Based Investing
  • Services 
    • Retirement Planning
    • Tax Planning
    • Investment Management
    • Financial Planning
  • 401k Business Services 
    • Advisory and Management Services
    • Employee Education
    • Plan Sponsors
    • Participants
  • Events 
    • Meet Ed Slott Live!
    • Monthly Webinars
  • Resources 
    • Your Personal Retirement Machine
    • Newsletters
    • Videos
  • Contact Us
Client Login

Arm Your Employees With Retirement Readiness!

Arm Your Employees With Retirement Readiness!

Are your employees sufficiently preparing for retirement? Do they know how to effectively use your company's 401k plan in conjunction with their own financial independence? Do these concerns affect your firm's productivity and employee well-being?

A 2014 Harris poll [1] showed the top five things employees were interested in regarding financial wellness education were: saving for retirement, paying off debt, investment advice, budgeting and personal finance coaching. And a recent Society for Human Resources Management (SHRM) survey [2] reported that employee worry, even panic, over finances had “some impact on overall employee performance,” citing stress and the ability to focus as the biggest factors.

IBA's worksite retirement planning workshop, Retirement Readiness, is a free, value-added service to our clients, as well as companies and organizations that may be interested in hosting. This presentation focuses on important themes regarding saving for and preserving one's retirement nest egg, including:

  • Changing the way people think about saving and retirement planning in order to successfully create their own “retirement machine” and pursue financial freedom;
  • How to calculate what one will need for retirement, regardless of age or how much one has saved to date;

  • How to diversify and make sure one’s investments are appropriate for their goals, age, and expectations in retirement;

  • How to invest after retirement and stretch your income based on effective distribution strategies.

Arm your employees with the tools to save for retirement!  

 

[1] Harris Poll on behalf of Purchasing Power, December 15-17, 2014

[2] Society for Human Resource Management, “SHRM Survey Findings: Financial Wellness in the Workplace, May 14, 2014.

 

Book your Retirement Readiness Workshop!

Learn more

Contact

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

Series 6, 7, 24, 26, 63, 66

rcella@ipswichfinancial.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and investment advice offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Ipswich Bay Advisors and LPL Financial are separate entities.  

Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.