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IMI Tree of Knowledge

I would like to take a moment to introduce myself – I am Karla Leonard-David, CEO of IMI Asset Management Company. I hold a double B.A. in Business Economics and Art History. IMI Stands for Investment Management International and was originally founded in 1995. In 2012, IMI went through a complete transformation. That transformation included implementing a complete social media presence. I have designed and write an educational blog that is posted to my personal and company Facebook and LinkedIn pages. These articles are a tool to inform and educate on financial planning topics. The biggest part of that transformation occurred when IMI became a full service asset management company. IMI has partnered with Jerry Vines, MBA, EA and the Law Office of Sharon Morff, to offer a fully engaged estate planning package, designed specifically to your goals. Most people do not have a solid financial plan. A reason for this is that most lack insight into what is going on in the financial industry. I realize that the process of creating a strategy for retirement can feel pretty intimidating which is why I am constantly searching for new materials, whether they are videos, articles or just questions and answers to share with everyone. IMI Asset Management Company is focused on the belief that our customers’ needs are first. I am committed to meeting those needs. I am a firm believer of the personal touch, which is so lost in today’s world. As a result, a high percentage of IMI’s business is from repeat client business and referrals. IMI Asset Management Company was selected in 2012 by the USCA as the recipient of the Best of Rancho Cucamonga Awards in Financial Planning. We want you to be able to assess, from these insights, your financial portfolio to ascertain that it is aligned with your ultimate goals for your retirement and passing your estate probate free down to your heirs. We strive to make sure you evade the costliness that can result from poor planning. We would welcome the opportunity to earn your trust and deliver you the best individual and personalized service in the industry in helping you obtain your goals. We invite you to come “join” our IMI Family.

Retirement readiness of employees is a growing benefits issue

Karla Leonard Karla Leonard , 12/30/2013
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Retirement readiness is another benefits-related issue that is capturing much of the attention of large employers and also should be on the radar for midsize employers, experts say. As part of workforce planning, “employers want to get a picture of how close their employees are ready to retire,” said Alan Glickstein, senior retirement consultant at Towers Watson & Co. in Dallas. “A lot of people are way behind where they thought they would be. We've been seeing, in the wake of the recession, some of the issues with using a defined contribution plan as the sole retirement vehicle. That's what's driving things like adding auto-enrollment and auto-escalation, target date funds and annuity options. I think we're going to see some rebound and interest in the reason why we had defined benefit plans in the first place.” “As employers turn away from defined benefit plans and turn to defined contribution plans, responsibility for retirement savings shifts from employers to employees. The problem is, most employees do not understand how much they will need to both last through and maintain their lifestyle in retirement,” said Joanne Jacobson, a principal at Buck Consultants L.L.C. in Washington. “The possibility of longevity is something that must be taken into account. Many employees do not obtain financial planning, and they rely on the tools their employers provide to ensure that they will be ready for retirement.” Read the entire article here. Content provided by|305|339