Retirement Benefits - Products & Services - Brief Article

HR Magazine, August, 2002

The financial education and planning services group of American Express Retirement Services has launched Financial Ed., a comprehensive, full-year financial education seminar program. Financial Ed. provides education and training information and sessions quarterly. Each session is designed to help employees better understand their relationship with money and improve their chances of achieving their personal retirement goals.

The sessions will feature the following themes: "Educated Money" will focus on different types of IRAs, the tax advantages of estate planning and core strategies for successful investing; "Nest Egg" will address preparing for retirement, protecting assets and income, the tax benefits for retirement saving, and strategies for long-term investing; "Creating Future Scholars" will offer strategies for college saving, managing the cost of education and positioning assets to help qualify for financial assistance; and "A Future That Works" will focus on strategies for allocating assets, budgetin g and evaluating investments.