Evaluating the Effectiveness of Pre-Retirement Seminars: A Case Study of Progress Energy

pre-retirement seminars;financial literacy;progress energy;economic downturn

Guo, Qi ; Melinda Morrill, Committee Chair,Robert Clark, Committee Co-Chair,Howard Bondell, Committee Member,Guo, Qi ; Melinda Morrill ; Committee Chair ; Robert Clark ; Committee Co-Chair ; Howard Bondell ; Committee Member

University:North Carolina State University

关键词: pre-retirement seminars;    financial literacy;    progress energy;    economic downturn;   

Others  :  https://repository.lib.ncsu.edu/bitstream/handle/1840.16/6286/etd.pdf?sequence=1&isAllowed=y

美国|英语

来源: null

【 摘 要 】

GUO, QI. Evaluating the Effectiveness of Pre-Retirement Seminars: A Case Study of Progress Energy. (Under the direction of Melinda Sandler Morrill and Robert Clark.)This research is based on the data collected from the pre-retirement seminars of Progress Energy during 2008 and 2009. This research verifies the fact that the current employees are lacking of certain knowledge of retirement policies and plans, and the highly evaluated pre-retirement seminars provided by PGN did improve the necessary financial literacy of the attendees. The findings also indicate that the effectiveness of the seminars changed between 2008 and 2009 when the socio-economic and demographic characteristics of the attendees were stable over time. A further discussion on the possible impacts emphasizes on both the external changes brought by economic downturn and the internal changes of the seminars in 2009.