Wealthy Retirement Accumulation Plan (or WRAP Talk) is popular for companies who have employees in the wealth accumulation phase (i.e., post schooling to retirement). We can tailor the message to any audience, but focus on topics such as:
- What are the best ways and vehicles to contribute to my company’s retirement plan?
- Efficient ways to maximize returns and minimize taxes
- How to avoid misbehaving and hurting your long-term goals
- Harnessing the power of compounding
- How much should I contribute towards my retirement?
- What should I do with an old retirement plan from a prior employer?
- How should I allocate my company’s retirement plan contributions?