We offer corporations, government entities, and not-for profit organizations a comprehensive menu of turnkey education solutions designed to add meaningful value to your employee benefits program. You can select from a wide-range of topics beginning with financial basics through transitioning to retirement. 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, delivered by specially-trained financial professionals, is informative and engaging. We offer modules targeted to life stages as well as executive programs designed to cover more sophisticated topics. We can also tailor a program to meet a specific corporate need.
64% of Americans consider money to be a “somewhat” or “very significant” source of stress.* This is just one of the many statistics that underscores the importance of providing a financial wellness program to your employees.
*American Psychological Association survey
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. We cover relevant and practical tips from creating a budget to establishing an emergency fund to make the most of retirement savings.
Employees will learn the benefits and different types of life and disability income insurance; which types are best suited for different situations and how to determine how much insurance is needed.
Understanding financial foundations is a key part of a person's financial well-being. Topic outlines for general audiences high level concepts and explains the difference between saving and investing, including asset classes and investment styles, bonds, stocks and types of mutual funds.
Addresses basic tax planning information and includes information on record keeping, tax law changes, state and local taxes, tax credits and tax-deferred programs.
(Approximately 90 minutes) Provides those who have attended Investing 101 — or who have general investment knowledge — information on investment tax implications, performance measurement, managing risk, determining the right investments and common investing terminology.
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.
A look at ten key practical financial and retirement planning tips to consider in your 40s, 50s, 60s and beyond from managing taxes to having the right asset allocation.
Prepares individuals for the decisions they need to make as they approach retirement, including sources of retirement income, employer distribution options, lump sum vs. rollover, health insurance options and relocation decisions
Shares important information on the advantages of delaying social security and the effect of earned income and taxation on these benefits.
This workshop addresses the necessary steps to take to create an income strategy and how to manage five common retirement risks, longevity, overspendings, market, health care and inflation.
Covers important pre- and post-retirement healthcare decisions including what Medicare does and does not cover.
Employees experiencing an employment transition (such as layoffs, voluntary separation packages) will learn how to keep their financial house in order and preserve their lifestyle.
Managing your money during the unexpected and uncharted coronavirus (COVID-19).
Having control over finances is a key part of a woman’s financial well-being and long-term financial plans. No matter where you are in your life right now, it's important to take an active role in ensuring a more secure financial future from saving for your first home to learning more about retirement planning.