Dreaming of sleeping in, spending long days on the golf course, reading 5 books a week? Before jumping the gun and retiring too early, take some time to plan for a successful and financially secure retirement. This brochure will help you avoid being misled by flawed or even fraudulent retirement pitches, particularly those that dangle the prospect of early retirement with little or no reduction in income compared to your working years.
Easy-to-read, the brochure describes real-life examples of fraudulent early retirement pitches, provides tips on how to recognize and avoid these sorts of pitches and tells you where to turn for help. Download or print as many copies as you need – it’s provided free, courtesy of FINRA, and with the International Foundation’s best wishes for a financially stable retirement.
Your employees have worked hard for many years. They dream of a financially secure retirement. Your company offers retirement benefits to help your employees lay the groundwork for financial independence when they leave the workplace. There is one more thing you can do for those employees nearing retirement—help ensure they do not fall prey to early retirement scams that may wipe out years of savings and company benefits.
If your company hosts seminars or other meetings to educate your employees about retirement planning or permits third-party providers to conduct seminars for your employees, this brochure is for you. This brochure outlines a four-step process you can undertake to protect employees against potential scams. The Check, Confirm, Review and Refer process assists employers in selecting seminar providers and pre-checking those who offer to conduct retirement planning meetings. Do your due diligence – this brochure will help!