Finance Education Project

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Retirement Plan Education Made Simple

Many employees are enrolled in a workplace retirement plan, but few are comprehensively taught how they work.My workshops are designed specifically for beginners. I explain the foundational concepts behind workplace retirement plans in clear, easy-to-understand language.Whether you're participating in your first retirement plan or have been contributing for years without fully understanding it, these workshops provide the knowledge you need to better understand your benefits and feel more confident navigating your retirement account. No financial background is required.

What You Will Learn

✅ 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 the Finance Education Project, an initiative dedicated to making financial education more accessible through engaging workshops and easy-to-understand educational resources.Before launching this project, I spent three years working directly with workplace retirement plans, helping thousands of participants navigate their workplace retirement plans.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!