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.