Financial Education
We Make it Easy
When it comes to your financial future, the choices you make today can have a long-lasting impact. Learning about your choices before you retire can save you literally thousands of dollars. Our first priority is educating you and your family.
Explore this library of free resources for helpful information on specific financial situations to discover how we can help. These guides will give you answers to questions like, "What happens to my 401(k) when I leave my job?" or "59 1/2: Why is this age so important?"
At CLP Financial Group, we are here to make financial planning worry free.
Social Security Benefits
Don't get overwhelmed by trying to navigate Social Security benefits — this guide can clarify it all for you.
What Do I Do With My 401(k) When I Leave My Job?
TSP/403b/401(k): Discover a clear plan of action for your investments when leaving a job.
59 1/2: Why Is This Age So Important?
Maximize the financial benefits available to you when reaching this magical age.
Empower Your Group with Personalized Financial Workshops!
We will bring financial education to you!
We cater to all types of organizations, from book clubs to sororities/fraternities to large corporations and even churches, small businesses and non-profit organizations.
No group is too large or too small. We come to you, making learning convenient.
To find out how your group can schedule a financial education workshop, please contact us.