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Invest in your Financial Wellness.
As a member of your employers, we are offering the top-rated financial educational workshops, free of charge. Our financial coaches are highly qualified advisors, vetted by Enlighten 567, who have coached thousands of households over hundreds of different topics. Choose topics that range from getting started through retirement.
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Investment Fundamentals 567
Today, more people realize that they need a sound investment strategy to help pursue their financial goals – whether those goals include a comfortable retirement, a vacation home, a trip around the world, or a child’s college education. Traditional savings accounts and certificates of deposit often don’t provide sufficient growth potential to help investors reach their objectives. Yet many people are intimidated by the idea of investing because they are concerned about market volatility or don’t know where to begin.
GREAT FOR
- Choosing investments in your IRA/401(k)
- Strategies for retiring early
- Learning how to pay off and manage debt
Investment Fundamentals 567
Today, more people realize that they need a sound investment strategy to help pursue their financial goals – whether those goals include a comfortable retirement, a vacation home, a trip around the world, or a child’s college education. Traditional savings accounts and certificates of deposit often don’t provide sufficient growth potential to help investors reach their objectives. Yet many people are intimidated by the idea of investing because they are concerned about market volatility or don’t know where to begin.
GREAT FOR
- Choosing investments in your IRA/401(k)
- Strategies for retiring early
- Learning how to pay off and manage debt
College Planning 567
One financial goal that most parents share is a college education for their children. Yet with college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. You can, however, pursue this important financial goal by establishing a college fund and taking action today. Starting now, rather than later, can help ensure that you are financially prepared when your child is ready for college.
GREAT FOR
- Families looking to reduce the cost of college
- Learning how to get the maximum amount of financial aid
College Planning 567
One financial goal that most parents share is a college education for their children. Yet with college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. You can, however, pursue this important financial goal by establishing a college fund and taking action today. Starting now, rather than later, can help ensure that you are financially prepared when your child is ready for college.
GREAT FOR
- Families looking to reduce the cost of college
- Learning how to get the maximum amount of financial aid
Taxes In Retirement 567
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. That is why we’ve developed a special webinar that has already helped many people nationwide navigate the retirement tax maze.
GREAT FOR
- Understanding the official new tax reform rules
- Managing your retirement
- Avoiding common mistakes
Taxes In Retirement 567
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. That is why we’ve developed a special webinar that has already helped many people nationwide navigate the retirement tax maze.
GREAT FOR
- Understanding the official new tax reform rules
- Managing your retirement
- Avoiding common mistakes
Social Security 567
One of the most important decisions you need to make before you retire is when to claim Social Security benefits.
Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.
GREAT FOR
- Married couples with combined benefits
- Widowed or divorced spouses
- Maximizing your benefit as a single filer
Social Security 567
One of the most important decisions you need to make before you retire is when to claim Social Security benefits.
Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.
GREAT FOR
- Married couples with combined benefits
- Widowed or divorced spouses
- Maximizing your benefit as a single filer
Estate Planning 567
Many people think of Estate Planning as wanting to leave a substantial legacy to loved ones or charitable causes. However, everyone needs an estate plan in one form or another. Not planning ahead can cost surviving family members unnecessary expenses, but also a lot of headache during an already difficult time. Proper planning and the appropriate financial strategies can enable your estate to be settled the way you want, and so your surviving family members don’t have to deal with the probate court.
GREAT FOR
- Learning about inheritance
- How to finalize your last wishes
- How to control who gets what, when and how
Estate Planning 567
Many people think of Estate Planning as wanting to leave a substantial legacy to loved ones or charitable causes. However, everyone needs an estate plan in one form or another. Not planning ahead can cost surviving family members unnecessary expenses, but also a lot of headache during an already difficult time. Proper planning and the appropriate financial strategies can enable your estate to be settled the way you want, and so your surviving family members don’t have to deal with the probate court.
GREAT FOR
- Learning about inheritance
- How to finalize your last wishes
- How to control who gets what, when and how
Why Enlighten 567?
Trust and Transparency
We partner with trusted and vetted professionals to help you achieve your financial goals.
Confidential
Any information you provide us is completely confidential. We do not sell or share this information.
No Obligation
You can simply attend an event, gain valuable information and leave! There’s absolutely no obligation to meet with anyone or purchase anything afterwards.
Zero Cost
Thanks to Rocket Mortgage, our educational events are of no cost to you. We’re here to help you navigate any financial situation and make the best decision for you and your family.
Don’t take our word for it.