Corporate / Associations
Would your company or association benefit from more productive employees or members? Is your organization concerned about self-care?
Money troubles are the #1 reason for divorce in the United States. Financial frustrations also contribute to higher employee turnover, lower productivity, and even higher employee theft. Let Peter help the people in your organization get on firm financial ground, and see the looks of stress and worry disappear.
Most Requested Speeches
The Desert Island Dilemma:
Why Your Retirement Plan Won’t Work The Way You Think It Will
Ever heard this before: Save money in a tax favored account (401k, Roth IRA, 403b.) Do this for your entire career. One day, the money in the account will be large enough to replace your income.
Sound familiar? This is the strategy that millions of people are relying. There’s just one huge problem. It’s doesn’t work the way people think it does. Here’s why:
Imagine you are stranded on a desert island with only ONE barrel of water. How much do you drink every day? If you knew when you would be rescued and when it was going to rain, you could set out a plan. But since you don’t know, your default plan is to drink the smallest amount of water possible to ensure it will last.
The same problem occurs in your retirement planning. You don’t know how long you are going to live, and you don’t know how the stock market will perform. Your only solution seems to withdraw the smallest amounts of money possible from your retirement account to ensure your money will last.
But there are options.
In this eye-opening session, audiences will learn why their current retirement plan won’t work the way they think it will and what they can do about it.
Key Takeaways and Skills Gained:
- Understand the historic shift of modern retirement planning (from guaranteed benefit to guaranteed contribution; from planning in a pool of many to planning in a pool of one.)
- Develop a strategy to make a predetermined amount of money last for an undetermined amount of time.
- Explore why retirement planning is not about money; it’s about income.
- Discover the retirement planning options beyond the 401k, the 403b and the IRA.
- Learn how to take advantage of mortality credits and move from planning in a pool of one to a pool of many.
- Learn three strategies on how to “catch up” if you haven’t saved enough.
Perfect For: Lunch and Learn, Employee Appreciation Events, Staff Training, Professional Development
Jumpstart Your Finances
With money management problems being a key contributor to employee stress, the number one reason for divorce and the number one reason for college dropout, it makes sense for companies and associations to invest in financial education.
According to a recent article by the Society of Human Resources Management, Financial Literacy Programs can “help companies hold onto their workforces.” These programs can also “boost productivity and cut healthcare costs.”
No matter where your employees or members are in their financial lives, everyone can use a financial jumpstart. Whether an audience member just started their professional career or they can see retirement on the horizon, Peter will offer insights that your members and employees can use to immediately improve their financial lives.
Key Takeaways and Skills Gained:
- Discover the easiest way to increase your credit score.
- Learn how to maximize the resources available at your company or in your organization.
- Understand why your tax favored retirement plan doesn’t work the way you think it does, and what to do about it.
Perfect For: Lunch and Learn, Employee Appreciation Events, Professional Development
Grow Your Business
For the past twenty years Peter has presented to entrepreneurs big and small. From the “All-I-have-is-an-idea-and-my-passion” to the multi-million dollar business owner, Peter can help entrepreneurs at any stage of business ownership take their dream to the next level.
Key Takeaways and Skills Gained:
- Why businesses need to put cash flow FIRST and how to do it.
- Show me the money: Identify non-traditional sources for financing (either for startup or expansion.)
- Implementing the Scared Rule of Three to expand your business.
Perfect for: Entrepreneur Groups, Small Business Seminars, Networking Events
What People Are Saying
4 Things To Remember...
No Sales Pitch
Peter does not sell any financial products. Many “free” financial speakers are only there to give your audience a sales pitch. Aside from books, there is nothing to buy at Peter’s presentations.
Customizable
All programs are customized to your group. Don’t see your ideal topic here? Give us a call or send us an email and we’ll design the exact presentation you want. We have even assisted organizations in getting Peter’s presentations qualified for continuing education credits in their industry!
Online/In Person
Peter can present any of his interactive presentations online or in person.
All Day
Peter is an all-day speaker. When you engage Peter, he is available for the entire day. He is able to do multiple presentations, meet with individuals or small groups and even conduct interviews for your media. Have an idea? Just ask!