Most Popular e-Book For Corporate Employees

We Are Here To Help You Understand Your Retirement Benefits, Better!

"Social Security Kit"

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Core Topics

Chapter 1

Understand the Basics

Chapter 2

Learn the Ropes:

The Social Security Timeline

Chapter 3

Recognize Potential Deductions:

Continued Employment and Taxation

chapter 4

Plan for Social Security Today

What's in the e-Book?

Educational Topics
Educational Topics
Confront Major Concerns 1
Confront Major Concerns
Make Well Informed Decisions 1
Make Well-Informed Decisions

What else you will Learn?

After downloading your complimentary "Social Security Kit" e-Book, you will be able to decide how we can help you

Inside you will find over 5-pages prepared by us, complete with answers from knowledgeable financial practitioners, that answer the most asked Corporate employee retirement concerns:

    • How much can I expect to receive from Social Security?

    • How will my benefits be taxed?

    • Does Social Security mean retirement?

    • Will Social Security benefits be available when I choose to claim benefits?

We are a group of financial professionals who focus entirely on corporate retirement planning, the design of retirement portfolios for the transitioning corporate employee, and education through seminars in the area.

It is so easy to get started!


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"Rollover Strategies for 401(k)'s"

Prepared By The Retirement Group

Here's something that could impact your retirement and your financial future. Did you leave your 401(k) plan behind? If so, you’re not alone. Leaving a job can be hectic. During the transition, it’s easy to forget about your retirement plan. The good news is that it’s never too late to do something about it! You have a few options for managing your old 401(k) plan.

This e-Book is for Corporate employees who need immediate answers to their retirement concerns:

  • Do you have to roll over your plan?

  • Is cashing out an option?

  • What are the different rollover strategies?

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