1. Name Compliance-Approved Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone # E-mail address Website Insert Compliance-approved disclosure Member FINRA/SIPC

2. WILL YOUR EMPLOYEES BE ON TRACK TO RETIRE?

4. New Ways to Retire to Retire

5. 1.Estimate based on research from Financial Finesse, Finedco and other industry experts.  Delayed Retirement Costs $10,000-$50,000 per Employee. 1

6.  Fiduciary Responsibility for Employers 1.Estimate based on research from Financial Finesse, Finedco and other industry experts.

7. The new approach to

8. retirement preparedness:

9. Behavioral Financial Analysis.

10. Workforce Financial Wellness Assessment

13. Number of Interactions with the Company’s Financial Wellness Program 1 Average 401(k) Deferral Rate

14. Number of Interactions with the Company’s Financial Wellness Program 1 5.77% Average 401(k) Deferral Rate

15. Number of Interactions with the Company’s Financial Wellness Program 1 2 5.77% 7.44% Average 401(k) Deferral Rate

16. Number of Interactions with the Company’s Financial Wellness Program 1 2 3 5.77% 7.44% 8.61% Average 401(k) Deferral Rate

17. Number of Interactions with the Company’s Financial Wellness Program 1 2 3 4 5.77% 7.44% 8.61% 9.14% Average 401(k) Deferral Rate

18. Number of Interactions with the Company’s Financial Wellness Program 1 2 3 4 5+ 5.77% 7.44% 8.61% 9.14% 11.00% Average 401(k) Deferral Rate

23. Retirement Education. Education.

24. Name Compliance Approved Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone # E-mail address Website Insert Compliance-approved disclosure Member FINRA/SIPC