This workbook was created to help Plan participants understand and take action on subjects like asset allocation and financial diversity. Descriptive language and a questionnaire walk readers through the process of identifying investment types and ultimately investing for retirement. Storytelling is done through the use of photography as we follow this couple throughout the process. Local scenic photography helps establish setting and relevance.

Participant Collateral

Financial Advice Workbook
Financial Advice Workbook

City of Chicago Deferred Comp

Financial Advice Workbook
Financial Advice Workbook

City of Chicago Deferred Comp

Financial Advice Workbook
Financial Advice Workbook

City of Chicago Deferred Comp

© 2017 by Daniel Holstine.