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Tools for Balancing Life’s Priorities 5Buckets Principle™ September 17, 2014

LIVESMART…MOVESMART…WORKSMART. Tools for Balancing Life’s Priorities 5Buckets Principle™ September 17, 2014. Agenda. Learn the Five Bucket Principle Obtain the tools to prioritize Think about the BIG PICTURE without ignoring the little things that matter. Five Buckets. 1. Work & Career

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Tools for Balancing Life’s Priorities 5Buckets Principle™ September 17, 2014

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  1. LIVESMART…MOVESMART…WORKSMART Tools for Balancing Life’s Priorities5Buckets Principle™September 17, 2014

  2. Agenda • Learn the Five Bucket Principle • Obtain the tools to prioritize • Think about the BIG PICTURE without ignoring the little things that matter

  3. Five Buckets 1. Work & Career 2. Personal Growth and Development 3. Family & Friends 4. Community - Connections 5. Financial

  4. “Take your life in your own hands and what happens? A terrible thing: no one to blame.” – Erica Jong

  5. Financial – Managing Money • Goal setting • Nickel and dime spending • Retirement planning • Start now • Meat vs. Gravy • Be prepared for the unexpected • Debt management • Family values • Inheriting spending habits

  6. 401(k)—Plan Overview • Pre-tax contributions • All employees can contribute up to 30% of eligible pay, up to the IRS limit: • $17,500 if under age 50 • $23,000 if age 50 or older, or turning age 50 in 2014 • All employees set up with automatic 5% pretax contribution and enrollment in the Financial Engines Professional Management Program • Motorola Mobility matches 100% of employees’ contributions, up to the first 4% • Employees are immediately vested in their contributions; vested after one year in Motorola Mobility’s contributions • After-tax contributions • Can contribute up to 20% of eligible pay • Immediately vested • Combined pre-tax and after-tax contribution for 2014 is $51,000 • https://sites.google.com/a/motorola.com/portal/hr/pay-finances/retiring-investing/401-k • Aon Hewitt Personal Finance Center • Provides access to a network of fully vetted financial planners in your area • Call 1-866-437-3375, email hfs.pfc@aonhewitt.com, or online on Your Benefits Resources under the Savings and Retirement tab on the home page.

  7. 401(k)—Financial Engines • Professional Management Program • Investment funds managed by professionals • Annual fee to participate • Account balance of $5,000 to $100,000: 0.35% fee • Next $150,000: 0.25% fee • Additional assets: 0.10% fee • You can cancel your participation at any time • Personal Online Advisor • Online advice on how to invest your account • No fee to participate • Mot-mobilitylivesmart.com

  8. Additional Resources Available For You Voluntary Benefits • Legal Assistance Plan through MetLaw/Hyatt Legal ($21.40 per month premium) • Assistance with Will preparation • Estate Planning • Debt management • Free Will preparation also available through Prudential at estateguidance.comwith Code: MMBWILL • LifeCare Resource and Referral (www.lifecare.com) • Anthem EAP services (anthemeap.com)

  9. Will Power • Active only in 1/6th of your brain • 5/6th of your brain power operates at subconscious level • Manual control rather than autopilot • Enable yourself to stay motivated

  10. “One worthwhile task carried to a successful conclusion is worth half-a-hundred half-finished tasks.” - Michael S. Forbes

  11. Let’s Recap The Five Buckets 1. Work & Career 2. Personal Growth and Development 3. Family & Friends 4. Community - Connections 5. Financial

  12. Work & Career • Reframe attitude • List what you like about work • Make a “D.I.G.” file • Grow and learn • Manage time wasters Work harder than you ever thought you could!

  13. Personal Growth & Development Always be learning • Brain exercises • Write eulogy/retirement speech • Re-evaluate your choices • Role model your priorities

  14. Family & Friends • Family • Quality vs. Quantity time • Listening • Set boundaries • It is ok to say no • Friends • Happy for you during good times, but will coach you through bad times • Be selective

  15. Community & Spirituality • Outreach • Volunteering • Making Connections • Giving, caring and mattering • Involve family members The world we live in really is small – even more important to care

  16. Avoid Procrastination • 50% average in making good decisions • We’re good decision makers, NOT good problem solvers • Analyze facts quickly, make decision, live with the results!

  17. What 3 Action Steps will you commit to working on? 1. _______________________________________ 2. _______________________________________ 3. _______________________________________

  18. Assistance for you and your family! • Daily Life resources • Face-to-face sessions • Legal/Financial consultations • Child/Eldercare consultation & referrals • ID theft prevention & recovery service • Tobacco cessation: coaching & online • Comprehensive website Call 888-479-5855 Or go to our website at www.anthemeap.com Login: mot-mobility

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