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Educational Materials Library
Mix & Match Topics
All workshops include a PowerPoint presentation, group interaction, and special sections and resources to help reinforce the learning process. Also, each concept covered is clearly illustrated in a chart or graph format to ease the learning process.
Preparing for Retirement Workshop
This ongoing education module is a checklist to help participants get organized about their nearing retirement. This module was developed for those with 5 years or less until retirement. The objective is to give participants the tools to prepare for their retirement needs and show them their options, such as how much they will need and how they can get there. It also helps them prepare for where they will retire, whether they will have other sources of retirement income, Medicare, etc. Online resources are listed for additional guidance. The brochure is also accompanied by a PowerPoint presentation.
View Preparing for Retirement Brochure pdf
View Preparing for Retirement Powerpoint pdf
Preparing for Retirement Worksheets
This comprehensive 8 page booklet of worksheets allows participants to calculate their income vs. expenses, anticipate future income needs and future expenses, and determine how much money they will need for retirement and how long they may need to work.
View Preparing for Retirement Worksheets pdf
"Mutual Funds for your Future" Workshop
Aids participants in learning the valuable role that mutual funds can play in their financial future. This workshop is available in Spanish.
View the Mutual Funds for Your Future Brochure pdf
View the Mutual Funds for Your Future Quiz pdf
View the Mutual Funds for Your Future Powerpoint pdf
Learning topics include:
• Fund overview -- major types of mutual funds found in most retirement plans today: money market, bond and stock funds
• Major benefits of mutual funds -- professional management, diversification and cost effectiveness
• Specialty funds -- index, global, foreign and sector funds
• Pre-assembled portfolios -- model portfolios, lifestyle funds and target maturity funds
• Substance of stock funds -- large-cap, mid-cap and small-cap
• Style of stock funds -- growth, value and blend: choosing a mixed approach for long- term investing
• How mutual funds make money for investors
• Know your fund -- defines items found on a typical fund profile such as ticker symbol, fund inception date, portfolio assets, etc.
"Exploring the World of Investing" Workshop
Helps participants gain a deeper understanding of the investing world and become better equipped to create and manage their own investment strategy. This workshop is available only in English.
View Exploring the World of Investing Brochure pdf
View Exploring the World of Investing Quiz pdf
View Exploring the World of Investing Powerpoint pdf
Learning topics include:
• Evolution of the investing world over time
• Major market indexes which track the investment world -- Dow Jones Industrial Average (DJIA), Nasdaq Composite Index, Lipper, etc.
• What companies and how many comprise the DJIA
• Different types of investment risk such as inflation, market, business, economic and interest rate, and how to manage each of them
• Importance of regular and disciplined investing -- avoid chasing investment returns
• Dollar cost averaging
"Knowledge is Retirement Power" Workshop
Used to target newly eligible employees, employees who are currently not participating in their retirement plan, or employees with little or no investing experience. The goal of this workshop is to help participants gain the confidence and motivation to join and understand the benefits of their retirement plan. This workshop is available in Spanish.
View Knowledge is Retirement Power brochure pdf
View Knowledge is Retirement Power Powerpoint pdf
Learning topics include:
• Pay yourself first -- 100% of your money goes to work right away with no taxes being withheld
• Inflation’s impact -- how your purchasing power will decrease over time and the fact you will need more for retirement for everyday items
• Social Security -- not intended to be the sole source of your retirement income and income replacement based on your salary and retirement age
• Tax-deferred saving -- earnings are not taxed until you withdraw the money from the plan
• Track the cash -- review your spending habits to find ways to save extra money so you can contribute more to your retirement plan
• What you could lose by waiting -- delaying retirement saving may cost thousands of dollars over time
• How much should you save -- guideline on how much to save in your retirement plan
"Asset Allocation" Workshop
The "Asset Allocation" seminar is a very down-to-earth, practical introduction to the concept of asset allocation, which is so important to a successful retirement saving strategy. It covers what asset allocation is and why it's important. Useful information about tools that can be used in determining an individual asset allocation, such as learning about investment types and investment risks, is described. There is also a detailed discussion of diversification, as well as the concept of the risk and reward spectrum.
Included is a helpful guide that summarizes the major types of investments, diversification, understanding risk, and general asset allocation models to help attendees visualize their personal investment mix. Included are a risk tolerance quiz, sample model portfolios, and questions and answers about topics such as inflation and types of investment risk.
"Retirement Readiness" Workshop
"The Retirement Readiness" program includes an effective PowerPoint presentation, which focuses on improving one's financial prospects for retirement. It describes the obstacles that many people face when trying to figure out how to save for retirement, like overcoming emotions, inertia, procrastination, lack of self-control and risk aversion. There is a helpful discussion of why starting now, even at just a 1% contribution rate, can really pay off in retirement savings. The power of compounding and the potential growth when investing in the stock market are presented in practical terms, as is the cost of waiting to start saving.
The presentation is supported by a brochure which reinforces many of the key points made in the seminar, and includes resources for additional information. Also included is a worksheet the help participants find cash in their budget to put into retirement savings.
View the Retirement Readiness brochure pdf
View the Retirement Readiness Budgeting Worksheet pdf
Steering Through Volatility Brochure
This ongoing education tool helps put market volatility into perspective. It explains the history of the market, and how market volatility affects you short, mid, or long-term. It also has a Q & A section addressing "What do I do now?" There is a PowerPoint presentation to accompany the brochure.
15 Minute Finance Powerpoint Series
The 15 Minute Finance Series offers ten highly-engaging Powerpoint presentations that focus on key financial topics related to retirement planning. These brief presentations use animation and graphics to help illustrate concepts, and a dialogue-style narrative to help make the concepts more relevant to participants.
View Managing Money & Credit pdf
View Maintaining Personal Wealth pdf
View Protect Against the Unexpected pdf
Life Insurance Powerpoint Presentations
Life insurance can be key to a solid financial retirement plan. This presentation explains the different types of life insurance that are available to help people make an informed decision about what life insurance is most suitable for their needs. Both a longer, in-depth presentation and a brief version are available.
One Page Education Articles
This selection of one-page articles covers timely topics in an engaging, reader-friendly format.
