Retirement planning seminars.
Engage | Financial Security
"For many people, being asked to solve their own retirement savings problems is like being asked to build their own cars." — Richard Thaler
Objective
Empower employees to overcome financial uncertainty and secure their future by delivering engaging retirement planning seminars that guide them toward long-term peace of mind.
Facilitation Strategies:
• Partner with certified financial planners to host interactive "Build Your Nest Egg" lunch-and-learn sessions during Construction Inclusion Week.
• Distribute customized retirement planning workbooks during site stand-downs to make long-term financial literacy accessible to workers across all trades.
• Offer confidential, one-on-one bilingual financial counseling sessions on-site to address individualized retirement goals and overcome cultural barriers to financial planning.
• Launch a mobile "Future Savings Calculator" station at job sites to give field crews instant, visual projections of their retirement readiness.
• Distribute customized retirement planning workbooks during site stand-downs to make long-term financial literacy accessible to workers across all trades.
• Offer confidential, one-on-one bilingual financial counseling sessions on-site to address individualized retirement goals and overcome cultural barriers to financial planning.
• Launch a mobile "Future Savings Calculator" station at job sites to give field crews instant, visual projections of their retirement readiness.
