Employee Education

Employee Education is an important part of developing financial literacy for your employees.  Castle Rock Investment Company provides live webinars on a quarterly basis to review the basic concepts necessary for the accumulation and decumulation (retirement) stages of their lives and answer questions they may have.

Below is a sampling of past webinars:

Target Date Funds Made Simple:  An overview of glide paths, fees, and how best to use a target date fund to achieve your retirement goals.
Click Here to Listen

Can I Rely on Social Security?:  An overview of the Social Security benefit formula, financial status of the program, and projection of future benefits.
Click Here to Listen

Retirement Paycheck:  Income Solutions:  Kelli Hueler, CEO and founder of Hueler Companies, provides an overview of guaranteed lifetime income, how to calculate your income gap, and how to obtain an annuity quote with no purchase obligation through Income Solutions®.
Click Here to Listen

Budgeting Strategies that Work!:  Carol S. Craigie, CFP, ChFC, MA, author of “The Psychology of Money” and founder of Fiscal Fitness Clubs of America provides an overview of practical tips on establishing and sticking to a budget.
Click Here to Listen

How Do I Create Monthly Income in Retirement?:  An overview of common retirement income strategies.
Click Here to Listen

Traditional versus Roth 401(k):  An overview of the difference between traditional and Roth 401(k) monies and the 5-year Roth “Clock”.
Click Here to Listen

The Basics of Asset Allocation:  An overview of the concepts surrounding asset allocation and the construction of target date fund glide paths.
Click Here to Listen

Replacing Your Income in Retirement:  An overview of replacement ratios, Social Security benefits, and target savings rates.
Click Here to Listen