Educational Workshops

We offer a variety of financial education workshops on site for


  • Employees
  • Groups
  • Organizations   



Our Educational Workshops are a valuable enhancement to a company's benefits program providing the opportunity to offer employees financial education that helps them make important decisions about their money and their retirement.  We offer a selection of workshops designed to meet the needs of a diverse workforce providing them the information they need today to build a secure future for themselves and their families.


 


We have specific topical workshops that are about one hour in length and can be delivered on-site by a financial professional who has experience presenting financial and retirement workshops.  We take a holistic educational approach to the issues surrounding retirement in order to help prepare employees for retirement.


 


We can design a personalized program for your employees, group, or organization. 


 



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck