Meetings are conducted by representatives with substantial investment and advisory experience that will encourage your employees to take concrete steps towards achieving their retirement goals. 

This is accomplished by having meetings with a representative familiar with your benefits and qualified plans. 

Topics discussed at the meetings include the following: 

> Current investment topics 

> Fundamentals of investing 

> Implementing financial strategies 

> Formulating a personal financial plan 

> Setting financial objectives 

> Establishing a time horizon 

> Review of portfolio holdings 

> Periodic review of financial plan

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