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CORPORATE PLANS:

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Our Reinventing Your Retirement program consists of a series of retirement education workshops designed for corporate employers, pension plan participants, and retirement organizations.

The workshops offer an engaging, interactive, and insightful exploration of today's retirement challenges and opportunities and provide practical, easy-to-use tools to help develop a more fulfilling retirement lifestyle. Topics include:

- The Retirement Revolution: Meet The 21st Century Retiree!
- The Five Key Risks ALL Retirees Face
- Unraveling the Social Security and Medicare Maze
- The Power of Your Employer's Retirement Plans
- The Secrets to Retirement Fulfillment
- The Top Ten Ways to Retire The Word "Retirement" From Your Vocabulary


In addition to the workshops, participants are invited to take the Life Options Profile. The Life Options Profile was developed by Dr. Richard Johnson, Ph.D., a noted researcher on the changing retirement landscape. It has been administered to thousands of pre-retirees and retirees to help them develop a full, rich retirement lifestyle. The twenty-minute Profile develops a picture of the Six Key Areas of life and helps participants create action plans to achieve balance in each area.

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Securities offered through GENEOS WEALTH MANAGEMENT, INC., Member FINRA/SIPC;
William E. Coffman, Jr.: Advisory Services offered through WEC Advisory Services;
W. David Coffman: Advisory Services offered through W. David Coffman, CPA, CFP™ ;
Anne C. Howe: Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC., Member FINRA/SIPC


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