Financial
Issues in Employment Transition Financial
Planning for Executives Estate
Planning for Executives Voluntary
Workforce Reduction Programs Pre-Retirement
Planning Asset
Allocation and Income Management
Strategies for
Retirement Financial
Stress Management Program Distribution
Planning for Retirees
A Reference List of Seminar
Clients is available on request.
Who
is Strategic Benefit
Consultants?
SBC's
key personnel have a
long tradition of
helping clients create
and preserve wealth. The
goal of the SBC team of
planners and advisors is
to first and foremost
help their clients
accomplish their
financial objectives.
SBC will seek as
advisory associated
persons, individuals
with post graduate
degree(s) in business or
related economic
emphasis or experience
in the disciplines of
law or accounting or
equivalent related
business experience.
Designation as a
Chartered Financial
Consultant and/or
CERTIFIED FINANCIAL
PLANNER™ is preferred,
but not required.
Financial
Issues in Employment Transition
