On-site Education Seminars

At Filice, we know that for your employees to really value the benefits you provide, they need to understand them. To help address this need, we offer a variety of specialized solutions including personal consultations and employee education seminars.

Some of our most popular seminars for employees include:

• Retirement Income Strategies
• The New Retirement
• Traditional vs. ROTH IRAs
• 401k Retirement Plans
• Estate Planning for Foreign Nationals
• Career Cycle Planning Presentation Series
• Targeted Investment Concept Presentation Series

We also offer a number of seminars for employers and owners including:

• Planning for the Survival of Your Business
• Key Person Coverage
• Deferred Compensation and Other Executive Benefit Plans
• Business Continuation: Planning to Help Ensure the Continuation of Your Business

To learn more about our Retirement Services, including how to receive a detailed analysis of your existing program, please contact us using the link on the left or call (408) 350-5751.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., member FINRA (www.finra.org), SIPC (www.sipc.org), and a Registered Investment Advisor. Filice Retirement Services and Woodbury Financial Services, Inc. are not affiliated entities. Registered for securities in California and licensed for insurance in California and Oregon. Investment Advisor Representatives – Erik Jensen, License # OC13503 – John Hitch, License # OD78567 – Laurel Packham, License # OD78963 – George Fraser, License #O345438.