Financial Literacy Workshops

In addition to the advisory services we offer individuals and families, our team also offers small businesses, large corporations, nonprofit organizations a comprehensive menu of education solutions designed to add meaningful value to your employee benefits program. We combine on-site learning sessions, web-based instruction, and one-on-one financial consulting. These programs are offered at no cost to you or your employees.

Each program we offer is informative and engaging. Our modules are targeted toward life stages and our executive programs designed to confer more sophisticated topics. We also tailor a program to meet a specific corporate need like providing knowledge and guidance to existing employees, transitioning employees, and new employees.

The goals are to help your employees better manage their day-to-day finances, utilize the benefits your company provides more effectively, protect themselves and their loves ones from key risks, and position themselves to comfortably retire.

Financial Literacy in the Workplace

Let's Talk About Your Company

Financial
Education

We partner with companies to provide objective financial and retirement education to their employees. The goal of these programs is to help your employees make informed decisions with confidence and enable them to better utilize the benefit programs you provide.

Complimentary Consultation

A one-on-one consultation will give an employee the chance to review where they are financially in the context of their short-term needs and long-term goals. We will also review the benefit choices you offer to help them select those that best meet their needs. We are happy to help them implement any of the recommendations we provide, or they can act on them with their current advisory team.

Beyond the
Consultation

After the complimentary consultation, an employee may decide that they would like to work with us to develop their personal financial plan. An employee can also work with us to implement specific risk management solutions and manage their investments.

Example Workshops

Financial Foundations

Understanding what it means to be financially independent is a key part of a person's financial well-being. Topic outlines for younger employee audiences’ specific tactics they can implement while in their 20s and identifies targets they can aim for in their 30s.

Early Career
Mid-Career
Pre-Retirement
Specialty

Spend & Save

We cover relevant and practical tips from creating a budget to establishing an emergency fund to make the most of retirement savings.

Early Career
Mid-Career
Pre-Retirement
Specialty

Investing

Understanding investment foundations is a key part of a person's financial well-being. This topic outlines high level concepts and explains the difference between saving and investing, including asset classes and investment styles, bonds, stocks and types of mutual funds.

Early Career
Mid-Career
Pre-Retirement
Specialty

Retirement Basics

A look at key practical financial and retirement planning concepts to consider during your career and beyond from managing taxes to having the right asset allocation.

Early Career
Mid-Career
Pre-Retirement
Specialty

Disability Income Insurance

Employees will learn the benefits of disability income insurance; what is best suited for different situations and how to determine how much insurance is needed.

Early Career
Mid-Career
Pre-Retirement
Specialty

Estate Planning 101

Many people think that “estate planning” is something meant just for the “rich.” This is a misconception that all too often leads to miscommunication, hurt feelings and unhappy surprises. Get and overview of today’s estate landscape and how to avoid the common mistakes people make with their estates.

Early Career
Mid-Career
Pre-Retirement
Specialty

Funding Your Child's Education

Explore strategies to save and invest for your child’s future education. This workshop covers 529 plans, scholarships, financial aid, and other tools to help manage costs and reduce debt, ensuring your family is prepared to achieve academic dreams.

Early Career
Mid-Career
Pre-Retirement
Specialty

Charitable Giving

Maximize the impact of your giving with strategic approaches to donations, tax advantages, and legacy planning. Discover how philanthropy can align with your financial goals and make a meaningful difference.

Early Career
Mid-Career
Pre-Retirement
Specialty

Planning for a Family (LGBTQ+)

Navigate the unique financial considerations for LGBTQ+ families, from adoption and surrogacy to estate planning and healthcare. Gain personalized insights to help you confidently prepare for your family’s future.

Early Career
Mid-Career
Pre-Retirement
Specialty

Life Insurance

Discover how whole life insurance can serve as a versatile financial asset. This workshop explores its benefits for wealth accumulation, tax advantages, and long-term financial security, helping you integrate it into your overall financial strategy.

Early Career
Mid-Career
Pre-Retirement
Specialty