Career Innovations has partnered with Morgan Stanley & The Principal Financial Group! For more LIVE workshops like this one visit us online at http://www.career-innovate.com and click the "Events" tab for a list of upcoming workshops! Did you know that 80% of people have NOT conducted a retirement readiness assessment in the past 12 months to help determine expected income replacement ratios for employees while in retirement. Employees are generally more prepared to retire, when they PLAN to retire, with the retirement funds they have projected to need at that time. Career Innovations has partnered with Morgan Stanley and Principal Financial Group to prepare you and your employees for retirement. You will Learn: ** How to better identify if participants are on track to achieve their retirement goals ** Help determine if your retirement plan is successful in meeting participant needs ** Receive more analysis than participation and average deferral rates ** Evaluate Possible Solutions with your financial professional Speakers: Zachary Lickteig is currently a Retirement Sales Consultant with the Principal Financial Group. He brings us over a decade of experience in the financial sector and has worked with companies such as Wells Fargo and Principal Financial Group. He has vast experience with retirement plan design and retirement strategies to help stay particpants stay on track. He holds a Bachelors of Science in Business from the Upper Iowa University and works with professionals to evaluate their retirement plans and assist in creating an effective strategy. Jerel W. Harvey is currently a Finanical Advisor with Morgan Stanley Wealth Management. He works with sole proprietors, business owners and corporations--including their employees and key executives--to provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of their organization. He holds a Bachelor of Science in Finance & Banking from Delaware State University and a Master of Business Administration from University of North Carolina at Chapel Hill, Kenan-Flagler Business School. He is holds licenses and state registrations with Securities Agent: DC, GA, IL, IN, MD, NC, SC, VA, General Securities Representative, & Investment Advisor Representative.

• published: 25 Apr 2014
• views: 6