Lunch & Learn: Preparing Your Team for Retirement
On-site financial education for employees approaching retirement.
Many employees approach retirement with great savings but little guidance on how to turn it into income. This lunch-hour session gives your team a plain-English overview so they can plan with more confidence.
It's educational only — no products are sold and no employee is solicited on-site. Employers and HR leaders can register to request a session for their workplace.
What to Expect
- How workplace savings translate into retirement income
- Social Security timing basics for your team
- Common pre-retirement mistakes to avoid
- A clear, jargon-free Q&A for employees
What You'll Walk Away With
- A more retirement-confident workforce
- A reusable framework employees can apply
- An optional, no-pressure path for those who want more help
Prefer a one-on-one conversation?
Skip the event and schedule a free, no-pressure retirement income review with Tim.
Reserve Your Spot
By registering, you agree to be contacted by Tim Hartle at PGW Financial Wealth Advisors. Educational only; no products are sold at this event.
Events are educational and free to attend. Tim Hartle is an independent insurance professional. Sessions are for informational purposes only and do not constitute financial, tax, or legal advice. Any insurance product guarantees discussed are subject to the claims-paying ability of the issuing insurance company and are not FDIC insured.