New Employer, Old 401K, What do you do?
Tuesday, February 18th, 2020
55% of Americans have a 401k with their former employer. This workshop can be used as a supplement to new employee oritentation or as a standalone workshop for all of your employees since one out of 2 of them most likely have a need for it. This workshop can be customized to be longer or shorter.
- When to leave it in the existing plan
- Whether or not you should convert it to cash
- If you should move it to your new employer’s plan
- When to take it with you in a Rollover IRA.
- The process and how to start any of the options above
The Top Ten Reasons Why You
Thursday, February 6th, 2020
This physician-led presentation offers 10 common, primary reasons for feeling fatigued as well as opportunities and solutions to feel better! The presentation covers such topics as stress, nutrition, hydration, sleep habits, adrenal/hormonal imbalances, and musculoskeletal conditions – all as they relate to fatigue symptoms.
Healthy Choices in a “Quick Lunch” World
Thursday, February 6th, 2020
This physician-led presentation offers the best tips and tricks for making healthy food and beverage choices during the busy workday, especially when “grabbing lunch” from a fast-casual dining spot! Hydration tips, plate composure, and healthy snack examples will be shared, in addition to why each is important.
Stress Management
Thursday, February 6th, 2020
This provider-led presentation includes content on what stress is, how it manifests in our bodies, and ways to reduce/alleviate stress and stress symptoms. The latter portion of the presentation provides an introduction to Acupuncture (what it is and how it works) which leads to a “Community Acupuncture” demonstration. Community Acupuncture is appropriate for a group setting and is administered auricularly – meaning, in the ear. The treatment is specifically designed to reduce stress, increase feelings of relaxation, and encourage a restful sleep that night! (*For virtual sessions – an acupressure demonstration will be substituted.)
Heart Health
Thursday, February 6th, 2020
This physician-led presentation offers an overview on what a “cardiovascular event” is (including, but not limited to, arrhythmia, atherosclerosis, heart attack vs. heart failure, and stroke), how to evaluate risk, and healthy habits to reduce risk. The presentation touches on nutrition, sleep, exercise, and stress specifically related to cardiovascular health.
Desk Ergonomics and In-Office Stretching
Thursday, February 6th, 2020
This physician-led presentation offers both preventative and reactive content regarding desk ergonomics (maximizing the spacial efficiency of a desk set-up) and stretches employees can easily do in-office to mitigate the effects of sitting all day (focus on posture support, legs, arms, wrists, hands). The presentation is interactive in nature during the in-office stretching portion, where everyone gets up and learns together!
Natural Solutions for Your Health
Friday, January 3rd, 2020
Empowering you to take control of your health naturally using practical solutions that are safe, effective, and less expensive than over the counter remedies. Healthy Can be Simple.
Uncommon Financial Wisdom – A unique way of looking at your finances and investments
Friday, December 20th, 2019
Join us for a night of food, drink and financial education. Guests will be treated to a reception, open bar, and a buffet style dinner. The night will culminate with a motivational and insightful workshop on maintaining personal wealth. The presentation will go into every day factors which erode your purchasing power and wealth. It will arm you with an understanding on how to combat some of these stealthy factors. All in all, it will be a fun, high end, informative night. Please have your employees RSVP as space is limited. RSVP’s can be sent to Frank.Civitella@Quorumfcu.org or 914-641-3814 by phone.
Retirement and Estate Planning
Thursday, December 12th, 2019
Learn specific strategies for wealth transfer using tax advantaged IRA’s to supplement your 401k and build a legacy. This course doesn’t just focus on pre-retirement wealth accumulation, but also planning for preserving your wealth while still enjoying your retirement years to the fullest. Then, subsequently, passing on your legacy in the most tax efficient manner to your heirs. This course is not only for those employees eyeing retirement, but for any employee who wants to help an elderly parent or grandparent they are tasked with caring for.
