Worksite Direct ™ Financial Education with a Purpose

Worksite Direct Assists employers in delivering quality financial education programs that help employees improve their personal finances.

Information Overload

The Need for Financial Education 58% of baby boomers have no idea how much they need to save for retirement 1 The average 401(k) balance is about $57, % of participants have less than $20,000 in their 401(k) plans 2 19% have taken loans from their plans 2 Sources:1)Employee Benefit Research Institute, )Investment Company Institute, 2005

How Can Worksite Direct Impact Your Organization? Improved employee participation in employer-sponsored benefit plans Helps meet requirements of Department of Labor guidelines Increased employee morale and productivity

Passport to Retirement ® Comprehensive educational retirement planning workshop Computer-based presentation Flexible multi-session format Family benefit Presentation materials reviewed by the appropriate regulatory body

Passport to Retirement 145-page attendee workbook Interactive format Complimentary financial consultation (upon request)

Qualified Instructors Instructors are financial professionals and Certified Worksite Instructors (CWIs).

Additional Educational Courses Topic-specific workshops are available, including estate conservation, long-term care, retirement plan distributions, and tax strategies.

Newsletters Timely, well-researched topics Visually appealing and informative

Our Role We provide: All educational materials All promotional materials Valuable financial education Quality support and assistance

Why Are We Doing This? Increase financial awareness Increase exposure in the community Develop potential working relationships

This Is Not a Sales Meeting

How to Get Started Select dates and times for your workshop Select promotional methods and schedule Register attendees Confirm reservations

Participant Feedback Evaluation form –Workshop structure and content –Presenter’s performance

Worksite Direct Your Financial Workshop We look forward to working with you.