Employee Retirement Planning Workshop
By
Paul Lemon, CPA/PFS, CFP®
Inquire about this Workshop
 Objective of the workshop is to:
- Introduce a new way of seeing money and financial planning.
- Empower employees to succeed in the retirement planning process.
- Demonstrate the economic benefit of existing employer retirement and savings plans.
- Encourage employees to increase their participation in savings programs.
- Review investment choices available and illustrate portfolio construction.
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Paul
Lemon, CPA/PFS, CFP®
Integrated Financial Planning, P.C.
269 North Road
Durango, CO 81303
(970) 259-6739 |
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Presentation Schedule
- Saving for Retirement and Contentment Today - 40 Minutes
- Complete the “Savings and Me” Worksheet
- Paying for Your Retirement Dream - 65 Minutes
- How much of your retirement income will need to come from your savings?
- How much retirement income will your current investments provide?
- How much do you need to save from now on?
- Complete the detailed “Retirement Options Worksheet” exploring the impact of adjusting 5 variables.
- Your Company's Retirement Plans - 40 Minutes
- Explained in one chart in plain English.
- Building a Portfolio You Can Sleep With - 60 Minutes
- Detailed analysis of existing company plan investment options in one chart.
- Complete “Determining My Stock/Bond Allocation” worksheet.
- Explore the impact of adjusting portfolio rate of return on required savings.
- Your Choices Really Do Matter - 45 Minutes
- Complete “My Decisions with Regards to my Company's Retirement Plan”
- Company Plan Enrollment and Deferral Form Completion
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Disclaimer
The contents of this presentation represents the good faith interpretation of financial markets, tax regulations and employer sponsored benefit programs at the time materials were prepared for presentation by Integrated Financial Planning, PC (“IFP”) and is provided “AS IS” without warranties or conditions of any kind, whether oral or written, express or implied. IFP specifically disclaims any implied warranties or conditions including, but not limited to, merchantability, satisfactory quality, noninfringement and fitness for a particular purpose. In no event will IFP or the sponsor of this presentation, or any of their respective subsidiaries, affiliates, or suppliers be liable for direct, special, incidental, consequential, or other damages, arising out of the use, inability to use, or results of use of information presented or discussed as part of this presentation.
Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any type of investment, investment strategy, style, system or product made reference to will be profitable or equal historical or anticipated performance levels, or be appropriate for your personal situation. Moreover, you should not assume that any discussion or information contained in the presentation serves as the receipt of, personalized investment advise from the presenter, IFP or the sponsoring organization. To the extent that a participant has any questions regarding the applicability of any specific issue included or discussed in this presentation, he/she is encouraged to consult with the professional advisor of his/her choosing.
Sponsoring Firms
Integrated Financial Planning,
P.C.
269 North Rd., Durango, CO 81303
Sole Shareholder: Paul A. Lemon
Active Public Accounting Firm - CO; #12308
Registered Investment Advisory Firm -Licensed in:
CO, NM
- No License Required to Offer Educational Seminars
without individualized investment advice.
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Individual Credentials
Paul Lemon
- Seattle Pacific University, 1976, BS - Bus. Admin.
- Certified Public Accountant, 1982; Lic. # 6795 - CO
- Certified Financial Planner, 1996; Lic. # 057516
- Personal Financial Specialist; 2004; Lic. # 30261
- Author: “Ten Weeks to Financial Awakening: A Guidebook to the Creation of Your Own Financial Plan Using Quicken Software”; ©2003, Paul A. Lemon, Beavers Pond Press.
- Private practice as CPA and Fee-Only Advisor - 20 years
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