Finance Education Project

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Retirement Plan Education Made Simple

Many employees are enrolled in a workplace retirement plan, but few receive comprehensive education on how their plan works.My workshops are designed specifically for beginners. I break down the relevant terminology and features of retirement plans in a presentation-style format that is easy for anyone to understand.Whether you're enrolling in your first retirement plan or have been contributing for years, these workshops give you the knowledge to navigate your benefits with greater confidence. No financial background is required!

Topics Covered

✅ Introduction to Workplace Retirement Plans
✅ Enrollment and Eligibility
✅ Contributions Limits
✅ Employer Matching and Vesting
✅Choosing Your Investments
✅ Exchanges and Rebalancing
✅Withdrawals and Distribution Options
✅ Loans

Meet Your Presenter

Hello World! My name is DeDe! I'm the founder of Finance Education Project, an initiative dedicated to making financial education more accessible through engaging workshops and easy-to-understand educational resources.Before launching this workshop, I spent two years working directly with workplace retirement plans. I've assisted over 15,000 participants in navigating their retirement benefits.My goal is to make retirement plans less intimidating and confusing for employees. Whether you're just getting started with your workplace retirement plan or want a better understanding of your benefits, my workshops are designed to provide practical, educational information in a welcoming and approachable environment.

Contact Me!