Participant Education

Investor Challenges

  • One in three boomers have saved more than $100,000 for retirement
  • Nearly one-third of participants over age 55 have less than $25,000 in retirement savings
  • 53% of all participants have not done a retirement needs calculation
  • 51% of pre retirement households are at risk from maintaining their standard of living in retirement, NRRI, National Retirement Risk Index, Center for Retirement Research,
    Boston College

Service Solutions

SFSI will help to maximize benefits for plan participants

  • Group and individual education meetings
  • Employee communication strategies
  • Asset allocation and investment advice
  • Financial planning
  • Individual consultation services
  • Education modules and employee memos

Stiles Financial Services offers...
Be In The Know
A monthly retirement workshop to help you plan for the future

September 2016Topic
Tips for Teaching Kids about Finance

 

Dates and Times
Thursday 9/22
5:30 pm

  • No cost
  • Education, investment and financial planning series
  • Small group Q & A and one on one sessions available before and after the presentations
  • Available to retirement plan participants and spouses

Location
Stiles Financial Services Office, Edina Minnesota

RSVP Required
dianne@stilesfinancial.com

Join Us
Is saving for retirement stressing you out? Do you have questions about your 401k? Come join us for our Be In The Know Retirement Workshops

Come Early Stay Late
Schedule a 1 on 1 meeting with a financial advisor before or after the workshop at no cost to you! After 4 pm on Thursdays and 9 am on Saturdays

Workshop Topic
Topics cover the gamut of financial subjects

What to Bring

  • Spouse or significant other welcome
  • Calculator
  • Most recent statements from any of your financial accounts that you wish to discuss



 

Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CT, FL, IA, MN, NV, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.