JLFranklin Wealth Planning specializes in investment management, comprehensive financial planning, stock-option planning, and tax planning. We believe that these are issues your employees could benefit from knowing more about, regardless of their individual income or net worth. Our firm does not sell securities or financial products of any kind, and we do not receive commissions. We are compensated on a fee-only basis for services we provide to our clients. This practice allows us to maintain our objectivity and our integrity. It also provides our clients with unbiased advice that is tailored to their specific needs. Your employees can rest assured that our only motivation is to help them achieve their financial goals. After nearly two decades in the financial world, we have found that education is the best way to help people better their financial futures. Based on this theory, we have developed a one-hour 20-20-20 Seminar. It's a solid but informal group session in which we spend 20 minutes discussing stock options, 20 minutes addressing retirement concerns, and 20 minutes answering employees' questions. This seminar is not a sales pitch. Its only purpose is to offer practical information on stock options, tax issues, employee stock purchase plans, and 401(k) plans that people can apply to their current financial situations. Of course, we are in the business of building long-term relationships. Should any of your employees require further financial counseling, we would be delighted if they turned to us. We have found that employees appreciate the 20-20-20 Seminar, because it helps them to become more knowledgeable about financial benefits and choices offered through their employer. Your employees will also see the education they'll receive as an additional company benefit -- one that brings home the importance of staying on board and accruing the long-term rewards that come with stock vesting and retirement savings. Plus, it never hurts to encourage employees to find ways to make better use of their paychecks. In addition to seminars, JLFranklin offers services to executives, including personal financial counseling, tax return preparation, and investment management. The purpose of this seminar is to provide focused education on two typically broad subjects -- employee stock options and retirement planning. We'll devote 20 minutes to each of these subjects, with the final 20 minutes devoted to answering questions from the audience. Employee Stock Options
Retirement Planning This module can be customized to your company's specific needs. Possible topics include the following:
Question and Answer Session The final 20 minutes will address audience questions and concerns regarding stock options, taxes, and retirement planning.
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