Accel Education

Education Offerings for Individuals:

Approaching Retirement Retirement Planning Checkpoints Nearing Retirement Retirement Income Planning Understanding your 401k distribution options etc. Women & Investing Plan Level Education Enrollment Education Retirement Plan Check-Up

General Financial Education Financial Freedom / Planning for Your Financial Success Braving the Bear Four Stages of Wealth Accumulation Understanding Investment Behavior Financial Planning Fundamentals Investment Basics 101 Investing in a Difficult Market Planning for Retirement (5 Questions; 4 Steps) Understanding 529 Plans

Educational Offerings for Businesses:

• Developing a Disaster and Recovery Plan - Planning ahead can help protect against indirect losses during a shutdown immediately following a disaster. Downtime can be minimzed by working with your Risk Management partner at the Accel Group to assess your building, systems, IT and equipment needs.
• Flood Education - Many companies discover the facts about flood insurance after a flood. By taking a proactive approach and learning what is and isn't covered ahead of time, you can make a huge difference in the extent of your damage.
• Employment Practice Liability/Director's & Officer's Liability/Fiduciary Liability - Understanding the risk surrounding employee practices is crucial to all businesses. Learn about wrongful termination, harassment, discrimination and more.

• Your Employee Benefits - This is your annual meeting with employees to explain their plan in detail and describe any changes in their plan from the previous year. Areas of focus are general education and awareness of the latest topics in healthcare (a common discussion is informing employees of drug list changes and newly available generic offerings).
• Understanding Health Savings Accounts - You can't offer a Qualified High Deductible Health Plan and Health Savings Accounts without ensuring your employees (and their spouses) understand how they work together. Let us work with your employees on the eduation. It is important to include spouses in this training too - they may be the primary user of the benefits and excluding education for them could be a long-term issue on the success of your plan.
• Wellness Awareness/Education - Have an idea or a specialized need for education around wellness? Talk to our partners about customizing a solution for your needs. We'll work with carriers or providers to get you the materials & presentation that fits your needs.
• Employee Focus Groups/Insurance Committee Reviews - We'll help facilitate employee focus groups or insurance committee meetings to assist in building improved awareness and employee input into your benefit offerings. This is often a customized program based on the specific needs of the business, but don't hesitate to ask because we have likely had a similar scenario somewhere else.

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