Lunch & Learn Workshops

HWMG is available for employer-sponsored lunch and learn workshops to educate employees on their corporate benefits programs. We will help you with:

• Review of 401(k) Investment Options
• Stock Option Benefits

• Severence Packages

• 401(k) Rollover Options

• Life Insurance Coverage

For those retiring or downsized, our lunch and learn workshops explain how you get the most from your retirement benefits and answer questions such as:

• How can I receive monthly income from my pension distribution without penalties before age 59 ½?

• When is the best time to retire to receive the maximum benefits allowed?

• Should I take a lump sum distribution or a pension with survivor options?

• We help you sort out these important decisions and provide you with a sense of security to avoid running out of money during retirement.

Contact us to schedule an appointment to review these important options.