Product Overview
Pathways to Retirement
Beck Financial Strategies provides the dynamic Pathways to Retirement workshops assisting employers with maintaining good employee relationships and helping their senior members plan for retirement. The organizations that sponsor these workshops find the programs to be some of the most popular in their employee benefit packages. Beck Financial Strategies is an Independent Fee-based financial planning firm and the founder, Nancy Beck CFP, has presented these programs for over 35 years. Programs can be customized to your company’s needs and Nancy works with you to help promote, explain and tie-in the benefits that your company provides within the financial education program. A book authored by Beck, The Art of the Plan- A Guide to Financial Success, will also be provided to participants along with workbook materials.
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