WHAT’S INCLUDED

  • On site group seminar with a Certified Financial Planner®

  • Q&A session where your employees can raise topics specific and unique to them

  • Follow up email with resources and company branded presentation

  • Ongoing employee support through our planning services

DESCRIPTION

We provide education, which can lead to increased workplace engagement, along with maximization of your benefit plans. Our informative sessions give practical and actionable information to employees. We tailor our presentation(s) based on your interests and provide ongoing employee support through our planning services.

  • Introduction to Financial Literacy

  • Retirement and Investment Planning

  • Interpreting and Maximizing Benefit & Pension Plans

  • Understanding the Current Economic Landscape

  • Other Ad Hoc Requests