Empower your employees to take control of their financial lives.
Our Workplace Financial Education and Planning program brings financial planning strategies to employees through timely educational seminars based on relevant financial topics. We build a ready-to-go education calendar organized by the time of year topics are in the media and on employees' minds. This might include seminars on general financial planning, retirement planning, company benefits education or corporate change preparation.
Our seminars are not meant to replace the work the retirement plan provider may be doing but rather to compliment them and get into areas they (and HR) are not allowed to discuss with employees. Our seminars are strictly educational with no product solicitation.
Feel free to contact us directly to learn more about how we can help put together a program for your company or organization.