Financial Education
in the Workplace

IT'S POSSIBLE... To enhance your employee's benefits package – without additional costs to you. You are aware of the value of a sound employee benefits package for both attracting and retaining desirable employees, but your costs for those benefits are ever increasing. We can help.

We use an educational approach to help employees understand, utilize, and value their group benefits.

You probably consider the financial well-being of your employees just as important as their physical well-being. Many organizations provide financial education in the workplace as a cost-effective benefit for their employees – a benefit that is appreciated.

What's more, when your employees have professional help planning their financial futures, they tend to be better focused on their jobs. That's how offering financial education workshops can benefit the company.

Financial Education at Work for You

Program Highlights

This program uses an education approach to help employees make informed benefit and financial decisions through:

  • Educational Workshops that focus on a variety of important financial issues including: retirement planning, investment fundamentals, tax strategies, financial management and benefits integration.
  • Holistic guidance to help employees understand, appreciate and utilize their workplace benefits.

VALUE TO EMPLOYERS – AT NO COST

VALUE TO EMPLOYEES
  • Provides dedicated support from Financial Advisors who understand your benefit plans
  • Encourages employee retention and helps to attract new employees
  • Promotes the value of employer provided benefits
  • Includes free educational workshops at the worksite on a variety of financial topics
  • Offers one-on-one guidance to meet individual and family needs – with a complimentary consultation

Workshop Choices

Comprehensive Workshop

  • Fundamentals of Personal Finance
  • Explanation & Integration of Group Benefits
  • Occurs in two, 60 to 90 minute sessions

Single Focus Workshop

  • Each occurs in one, 60 to 90 minute sessions
  • Specific Presentation Selected from a Broad Menu, Including
    • Fundamentals of Money Management
    • Making Your Money Work For You
    • Preparing for Retirement

Working with a Financial Planner

As a financial planner, I have prior industry experience and education and receive additional specialized training in financial planning services. Above all else, I am committed to acting in your employees' best interests.

Corporate Brochures