We are here for you and your team
every step of the way.
We don’t disappear after enrollment day. We kick off your financial wellness program
with presentations on subjects that are pertinent to your retirement plan
Session 1
- Your Peppermint Pooled Employer Plan (Details of the PEP)
- Allocation Review
(Overview of the value
of allocation
& diversification)
Session 3
- Equities and Bonds
(Overview of general investment options) - Opening an
Investment Account
(Steps to open an additional acccount)
Session 3
- Retirement &
Taxable Accounts
(Differences between investment vehicles) - Cash Reserve
(Review of an “appropriate cash reserve”)
Session 4
- Financial Planning
(Planning for key events- college, mortgages, etc.) - Legacy Planning
(Introduction to
wills/trusts and
long-term planning)
Finance Fridays
Monthly one-on-one “Question and Answer sessions available to all employees on the first Friday of each month. During these informal, virtual conversations the employee has a chance to individually discuss specific questions and finance-related topics with a partner from Grey Fox Wealth Advisors
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Why have people stopped investing in their 401k? (thought leadership)
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Have you thought about offering retirement plans for your employees, but weren’t sure if you could afford to - in time or money? Retirement plans, particularly 401ks, can be complicated. It’s easy to get overwhelmed by the technical wording and variety of options to...
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Use the FREE Peppermint calculator to determine costs and compare options
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