At the conclusion of our 60 minute on-site Visual Story all attendees are invited to our 30 minute on-site Guidance Workshop.  During the workshop, all attendees are offered an opportunity to meet with one of our professionals to generate a take-away personalized retirement plan from our proprietary software.  The plan is created based on the two-page worksheets distributed to attendees in advance of the program. The plan is comprehensive in incorporating all retirement investment vehicles including pension plans, 401(k) assets, IRAs, annuities, future Social Security payments, as well as other non tax-deferred assets. 

Three page summary of:
Target Nest Egg - How much do I need for retirement?
Current Nest Egg - Which securities should I consider?
Annual Savings Required - What do I do to fund the shortfall?

Monte Carlo simulations to quantify investment risks

"What-if" scenario analysis of asset allocation assumptions

Structured based on recent behavior economics theory for long-term guidance