Educational Workshops
We offer a variety of financial education workshops on site for
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Employees
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Groups
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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.