ECX-EC3 - Corporate Presentation

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WHY?Why do

employers engage us to educate their employees?

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To Provide:

Retirement Educationand

Transition Planningfor

Your Employees

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Our business is…Education and trainingWe neither sell nor recommend investment and insurance products and services.

We are…Independent, and objective retirement education specialists.

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Our role is to… Encourage personal responsibility and self-sufficiency Deliver education – enable learning Help individuals develop a realistic vision of their future life and goals – lifestyle (i.e., non-financial) and financial Provide a solid foundation for their future.

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Our Process & Delivery…Introductory Seminar (90 minutes)Interactive Workshop (3½ hours)

Our Materials…Lifestyle Planning ManualLifestyle Modelling Software

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Retirement Reference Handbook: Discussion and details of many issues

relating to retirement.

Information modules:Estate planning and wills.Powers of attorney.Long-term healthcare.Government benefits.Volunteering choices.Planning for career change.

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We answer the two key questions:

Lifestyle:

1. What will I do?

Financials

2. Will I have enough?

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We reinforce key learnings about the company pension plan…

its design, its purpose, its promise; what it is, what it is not; how it fits into the life planning process – one element of the retirement plan.

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“Getting the life you want”

It works because it’s lifestyle driven and, as individuals contemplate

retirement, they need to develop a vision of the life they want before they

can know how much is enough.

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A cost-effective bridge across three key elements of the employer’s fiduciary responsibility: Information

We reinforce key pension learnings.

EducationWe deliver education with positiveimpact and valid outcomes.

Retirement Lifestyle ModelingBeyond the workshop, we can provide

one-on-one help.

CAPCAP – Capital Accumulation Plan Guidelines

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What’s in it for the employer?

Will there be an appreciable return on the money invested in this program of

retirement education and preparedness?

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Clients have reported… Reduced stress-related disability. Reduced use of benefits. Reduced absenteeism. Higher job performance. Improved retention. Valuable support for employer’s fiduciary responsibility. Encourages greater personal responsibility. Encourages increased retirement savings.

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Some clients:

Andrew Peller Ltd. Conestoga College Dufferin Peel Catholic District School Board GE Medical Systems Labatt Breweries (Ontario) Liquor Control Board of Ontario Manulife Financial United association Plumbers, Steamfitters and Welders, Local 527 University of Waterloo

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For further information…

Please call 1-800-637-6140 or visit our website at www.iretire.org

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