RETIREMENT PLANNING

Can’t afford to save for the future now?  You CAN’T afford not to!  Don’t NOT PAY yourself a 3%+ raise yearly (depending upon your organization’s benefit’s plan)!  Let me show you the personal benefits I earned by participating in my team’s 401K plan for over 2 decades, the flexibility & options it granted me, and why I ended up delivering the 401K Benefits Presentation to all staff for many years even though I was “the guy in the teddy bear costume”.  I’ll give you a hint, it first started with me illegally tearing up a $20 bill at a local pub to prove a point to a co-worker thus creating the federal offense of destruction of US currency (7 year statue of limitations has expired:).  Let me help your financial institution explain to your clients’ employees why they need to take advantage of what is being offered to them!

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