Financial Literacy Programs
For districts that offer the PlanMember 403(b) & 457(b) Savings Program, a variety of Financial Literacy Programs are also available. Designed to educate employees at any career stage, these non-sales workshops teach basic planning and investment principles and how to avoid common mistakes that can undermine a financially secure retirement. PlanMember Financial Literacy Program topics include:
- Retirement planning workshops about the importance of plan participation and the basics of establishing a personal saving and investment strategy.
- Workshops about the basics of retirement investing and how to create adequately diversified investment portfolios.
- Pre-retirement workshops for those employees nearing retirement on how to transition investments to prepare for retirement.
- Workshops for retiring employees about investment and income strategies to make that nest egg last a lifetime.
For more information on the PlanMember Program and Financial Literacy programs, please call (800) 874-6910, or click to request more information.