401(k) Sample Workshop

The goal of this workshop is to teach 401(k) participants and their spouse/partner how to manage their 401(k) account and other savings by using “lite” versions of the same actuarial and institutional portfolio management tools used by professional pension plan managers.

To read more, about this 3-session workshop, click here.

Testimonials

It is clear now that financial planning is required for financial security and for peace of mind. We had plans before but not this detailed.

I feel that with a small amount of discipline I can be financially secure for life. It’s a good feeling!

I am more appreciative of my job and the benefits it provides, including the opportunity to attend this class.

The methodology is logical and just like the approach an engineer uses when a system is designed. Financial planning is not just stocks and bonds. Cygnet is a quality organization as demonstrated by their understanding of GM’s plans and the comprehensive nature of their models.

So detailed and many faceted! The connectivity factor is critical, everything must work together.

I’m amazed that my current level of income plus modest raises will give me my financial freedom. I must have a pretty good job.

I feel better about my 401(k) plan. I wish I had been offered this course when I started my career.

I feel more confident that I have control over my finances, that I can ride out and adjust to factors that are not in my control.

I had never taken the time to understand what I was doing with my money, now I realize the importance of putting a plan together for my retirement.

I believe I can now perform my job with less stress by realizing that I am on solid ground financially.

Cygnet Institute has been designated by CEFEX, the Centre for Fiduciary Excellence as a nonprofit Investment Support Services (ISS) provider for plan sponsors and plan participants to educate adults in economic matters, advance their financial literacy and enhance their ability to make good financial decisions in self-directed retirement plans and non-retirement accounts. For more information click the seal or go to www.CEFEX.org.

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