The Community Enrichment Financial Group (CEFG) conducts educational workshops in small community settings to help individuals understand the holistic process of personal financial planning.
Social Security Retirement Planning
The Changing World of Retirement:
2021 Strategies to Help Reduce Market Risk & Explore Retirement Income Streams
With the 2015 budget act making the most sweeping changes to Social Security in 15 years this workshop discusses the changes that will impact your retirement. In addition the 2019 SECURE ACT will add more changes that you will need to know for your retirement planning. This 90-minute workshop, which is being taught nationwide, focuses on the importance of understanding your options with Social Security. Topics discusses include: retirement income planning and Social Security timing options.
Making Your Education Count:
From Debt to Assets
Making Your Education Count: From Debt to Assets is the first workshop presented by CEFG. This 90-minute workshop focuses on the importance of creating a proper financial foundation that will allow Millennials to work towards their Maximum Financial Potential. Topics discussed include: approaches for paying down student debt, initial wealth accumulating strategies, and understanding company benefit decisions.
*Please note the speakers are not affiliated or endorsed by the Social Security Administration, Department of Education, IRS, or any other government agency.
Ted Rich, CLU ®
Executive Director and Co-founder
TRich@HTK.com | Phone: 609-926-3100 ex 206
Ted Rich, co-founder of Community Enrichment Financial Group has 38 years of experience in financial education services and has taught more than 300 retirement planning workshops throughout New Jersey since 1986.
Born and raised in South Jersey, Ted has been in the financial industry since 1983. Ted is a graduate of the University of Delaware. In addition to earning his Chartered Life Underwriter (CLU) from the American College in Bryn Mawr, PA, he also received his Retirement Income Planning certificate from the Wharton School at University of Pennsylvania.
He has been involved in many community activities and is a Life Member and former Chairman of the Board of the Seashore Gardens Living Center of Galloway Township. In addition, Ted previously served on the Atlantic County Crime Stoppers Board & Linwood Public School Superintendent's Advisory Council. Ted is a Senior
Partner in the Linwood, NJ office of Barberio & Rich Financial Services. Ted resides in Linwood with his wife Janet.
Hank, External Director and co-founder of Community Enrichment Financial Group.
Hank has made it his focus to help fellow Millennials with reducing debt from student loans and beginning their financial journey through smart financial decisions.
Before joining the financial industry Hank was the External Director of Terp Thon, a dance marathon that supports the Children's Miracle Network, the largest student-run philanthropy in the state of Maryland. Hank served as the Inaugural Chairman for the Terp Thon Alumni Network and is an active alumnus of Phi Kappa Psi Fraternity.
In June of 2017, Hank accepted an offer to follow his desire to enter the non-profit world where he can make a difference in the lives of children in need. He is now an Associate Director - Children’s Miracle Network Hospitals for the Children’s National Health System in Washington, D.C.