T.E.A.M. (Teaching Employees About Money) Series
Comprehensive professionally designed workshops cover a wide range of money management topics including retirement planning, education planning, and budgeting to name a few.
The format of the Butterfly Financial, LLC program includes educational instruction, class exercises and workbooks for participants. These elements combined with the professionally designed curriculum and materials enhance the learning process. Additionally, each program can be customized for a company's special needs and/or specific requests. We welcome the opportunity to meet with you to provide further information regarding the value and return on investment of the workshops listed below. To arrange a meeting please contact us at:info@ButterflyFinancialLLC.com
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Click here for a more detailed description of the courses |
Workbooks will be available for all workshop participants
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MONEY CONCEPTS™ - Teaches the basics of money management
A three-hour workshop designed for individuals who desire to learn the basics of money management. Topics include setting financial goals, developing a debt reduction plan, managing income and estimating expenses, tax planning, retirement planning, and a review of the sponsoring company benefits.
One of the features of the Money Concepts™ program is the Income/Expense group exercise. It teaches the employees how to manage "money in" and "money out." It reinforces one of the priorities of the program which is Pay Yourself First and teaches employees how to free up money in order to participate in company sponsored benefits such as a 401(k) and Flex Spending accounts.
MONEY BASICS™ - Covers the basics of Money Concepts™ as well as more advanced topics
A six-hour workshop frequently divided into two, three-hour sessions. In addition to the topics covered in Money Concepts™, this comprehensive program covers all aspects of personal money management including advanced topics such as education planning, estate planning, investments, and determining insurance needs. Upon completion, participants have the tools and knowledge to develop their own financial plan.
RETIRING EASY™ - Helps employees determine whether they are on course for retirement, and if not, offers solutions
A three-hour workshop typically designed for individuals who are nearing (5 - 15 years until) retirement. Topics include understanding retirement lifestyles, managing retirement income, estimating retirement expenses, retirement investments, estate planning and insurance management. The Retiring Easy™ program will help the employee determine if they are on course to retire when they plan to, and if not, what they can do to meet their retirement goals.
THE MAGIC of 401(k)™ or THE MAGIC of 403(b)™ - Teaches employees the ins and outs and how to maximize these valuable benefits
These two-hour workshops are designed to assist individuals in understanding their 401(k)/403(b) plan, determining contribution amounts to the plan and making the investment choices that are appropriate for the participant. Topics include advantages of a 401(k)/403(b) plan, investment choices, and making the 401(k) plan work for them. Participants learn how to do asset allocation within their 401(k)/403(b) plan and use this information to meet specific retirement income goals. This program will help employees determine how much income their 401(k)/403(b) plan will generate upon retirement and if it is inadequate, what options they have to fix it.
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