Financial Literacy

Financial Literacy Workshops

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

Smart Money Moves in Your 20s and 30s

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.

Early Career
Mid-Career
Pre-Retirement
Specialty

Understanding Life and Disability Income Insurance

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.

Early Career
Mid-Career
Pre-Retirement
Specialty

Investing 101

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.

Early Career
Mid-Career
Pre-Retirement
Specialty

Tax Strategies

Addresses basic tax planning information and includes information on record keeping, tax law changes, state and local taxes, tax credits and tax-deferred programs.

Early Career
Mid-Career
Pre-Retirement
Specialty

Investing 201

(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.

Early Career
Mid-Career
Pre-Retirement
Specialty

Estate Planning

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

Smart Money Moves in Your 40s, 50s and Beyond

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.