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Solutions Webinar – Retirement planning strategies to ensure happy employees

February 10 @ 1:00 pm - 2:00 pm PST

Free

 

 

 

Presented by George Fraser, Fraser Group

Join us for an informational webinar on how to use utilize retirement planning as an essential tool for employee recruitment and retainment.  In this session, George Fraser of the Fraser Group will share his proven strategy on creating healthier, happier and more productive team members by reducing financial stress and creating hope for a better retirement. In 2017 George was awarded the inaugural TAPO (Top Advisor for Participant Outcomes) by 401k Specialist Magazine.  He will share his unique education model, researched by scholars at UCLA that can result in up to 60% more in retirement income for low wage earners. Foremost Behavioral Finance scholar, Shlomo Benartzi (UCLA, Anderson School of Management, partner of Richard Thaler, University of Chicago, Nobel Laureate) has commented that George’s “PENNIES ON THE DOLLAR®” model will change the way people save all around the world.

George will share the success of two grantees in the region,  Foundation for Early Childhood Education, led by Marci Houchen and KidZCommunity-Placer Community Action Council, Inc, led by Denyse Cardoza, have benefited from the touch and support of The Fraser Group.  Today George’s plans and programs are now award winning and George will discuss how that can be of value and benefit to you and the ones you support.

 George Fraser of The Fraser Group.  “Head Start’s Financial Angel” as described by key board members within Region 9 Head Start Association for his work raising scholarship sponsors over the past several years. In addition to the a discussion of Retirement Planning strategies George will give a quick update on how the gift of the scholarship fund began , where it is today, and where it will be going to serve staff and parents across the region and ultimately across the nation.

In this 45 minute presentation you will learn about the fundamentals of a successful retirement plan including the following:

*Importance of Social Security education (over 500 ways to take SS and 73% take reduced $)

*Benchmarking your plan (provider, investments, advisor)

*Compliance with Department of Labor recommendations 

*Practical Award winning education models

*Improving service

*Reducing costs that will drive better team member results

*Retirement Hacks “Free stuff you didn’t think was available”

 “At KidZCommunity-Placer Community Action Council, Inc. we had very little participation and interest in our retirement plan until George Fraser and The Fraser Group took over.  Now with his PENNIES ON THE DOLLAR® model, our staff are excited about what they can do for themselves and their families.  Our retirement plan approach is key to keeping great staff!”  Denyse Cardoza, executive director, KidZCommunity-Placer Community Action Council, Inc.

 

RECORDING

Details

Date:
February 10
Time:
1:00 pm - 2:00 pm PST
Cost:
Free
Event Category:

Venue

Online

Organizer

Region 9 Head Start Association
Phone:
916-259-0971
Email:
headstartr9@region9hsa.org
Website:
https://www.region9hsa.org/

The Vision

All children, regardless of their circumstance at birth, deserve a full and prosperous life.


The Mission

  • Support high-impact Head Start programs for children and adults by creating opportunities for collaboration, networking and information sharing.
  • Unite with state and national Head Start organizations to ensure regulatory and budget outcomes that support our work.
  • Champion the message that every child and family who succeeds makes their community a better place.
  • Provide resources to assist our members in compliance and professional development.

Contact Us

2131 Capitol Avenue, Suite 307
Sacramento, CA 95816

916-259-0971
headstartr9@region9hsa.org

Contact

Connect with a Region 9 State Association
Arizona, California, Hawaii, Nevada

Region 9 Head Start

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