July 3, 2013 * Page Presentation Title LIVESMART…MOVESMART…WORKSMART Tools for Balancing Life’s Priorities 5Buckets Principle™ September 17, 2014
July 3, 2013 * Page Presentation Title Agenda Learn the Five Bucket Principle Obtain the tools to prioritize Think about the BIG PICTURE without ignoring the little things that matter
July 3, 2013 * Page Presentation Title Five Buckets 1. Work & Career 2. Personal Growth and Development 3. Family & Friends 4. Community - Connections 5. Financial
July 3, 2013 * Page Presentation Title “Take your life in your own hands and what happens? A terrible thing: no one to blame.” – Erica Jong
July 3, 2013 * Page Presentation Title Financial – Managing Money Goal setting Nickel and dime spending Retirement planning Start now Meat vs. Gravy Be prepared for the unexpected Debt management Family values Inheriting spending habits
July 3, 2013 * Page Presentation Title Pre-tax contributions All employees can contribute up to 30% of eligible pay, up to the IRS limit: —$17,500 if under age 50 —$23,000 if age 50 or older, or turning age 50 in 2014 All employees set up with automatic 5% pretax contribution and enrollment in the Financial Engines Professional Management Program Motorola Mobility matches 100% of employees’ contributions, up to the first 4% Employees are immediately vested in their contributions; vested after one year in Motorola Mobility’s contributions After-tax contributions Can contribute up to 20% of eligible pay Immediately vested Combined pre-tax and after-tax contribution for 2014 is $51,000 Aon Hewitt Personal Finance Center Provides access to a network of fully vetted financial planners in your area Call , or online on Your Benefits Resources under the Savings and Retirement tab on the home 401(k)—Plan Overview
July 3, 2013 * Page Presentation Title Professional Management Program Investment funds managed by professionals Annual fee to participate —Account balance of $5,000 to $100,000: 0.35% fee —Next $150,000: 0.25% fee —Additional assets: 0.10% fee You can cancel your participation at any time Personal Online Advisor Online advice on how to invest your account No fee to participate Mot-mobilitylivesmart.com 401(k)—Financial Engines
July 3, 2013 * Page Presentation Title Additional Resources Available For You Voluntary Benefits Legal Assistance Plan through MetLaw/Hyatt Legal ($21.40 per month premium) Assistance with Will preparation Estate Planning Debt management Free Will preparation also available through Prudential at estateguidance.com with Code: MMBWILL estateguidance.com LifeCare Resource and Referral ( Anthem EAP services (anthemeap.com)
July 3, 2013 * Page Presentation Title Will Power Active only in 1/6 th of your brain 5/6 th of your brain power operates at subconscious level Manual control rather than autopilot Enable yourself to stay motivated
July 3, 2013 * Page Presentation Title “One worthwhile task carried to a successful conclusion is worth half-a- hundred half-finished tasks.” - Michael S. Forbes
July 3, 2013 * Page Presentation Title Let’s Recap The Five Buckets 1. Work & Career 2. Personal Growth and Development 3. Family & Friends 4. Community - Connections 5. Financial
July 3, 2013 * Page Presentation Title Work & Career Reframe attitude List what you like about work Make a “D.I.G.” file Grow and learn Manage time wasters Work harder than you ever thought you could!
July 3, 2013 * Page Presentation Title Personal Growth & Development Always be learning Brain exercises Write eulogy/retirement speech Re-evaluate your choices Role model your priorities
July 3, 2013 * Page Presentation Title Family & Friends Family –Quality vs. Quantity time –Listening –Set boundaries –It is ok to say no Friends –Happy for you during good times, but will coach you through bad times –Be selective
July 3, 2013 * Page Presentation Title Community & Spirituality Outreach Volunteering Making Connections Giving, caring and mattering Involve family members The world we live in really is small – even more important to care
July 3, 2013 * Page Presentation Title Avoid Procrastination 50% average in making good decisions We’re good decision makers, NOT good problem solvers Analyze facts quickly, make decision, live with the results!
July 3, 2013 * Page Presentation Title What 3 Action Steps will you commit to working on? 1. _______________________________________ 2. _______________________________________ 3. _______________________________________
July 3, 2013 * Page Presentation Title Daily Life resources Face-to-face sessions Legal/Financial consultations Child/Eldercare consultation & referrals ID theft prevention & recovery service Tobacco cessation: coaching & online Comprehensive website Call Or go to our website at Login: mot-mobility Assistance for you and your family!