Workplace Education
MISSION STATEMENT
Partner with employers to create employee well-being through comprehensive and objective financial education and execution support.
BENEFITS TO EMPLOYERS
- Increased productivity and morale
- Employee retention
- Benefit to employees at no cost
- Builds corporate image
BENEFITS TO EMPLOYEES
- Reduced financial stress
- Clear path to financial success
- Improved financial knowledge
- Set and achieve goals
WORKPLACE FINANCIAL EDUCATION MODEL
- Four education seminars per year
- Complimentary one-on-one employee consultations
- Seminars will be customized to meet employer/employee requirements
- Topics include retirement, benefits, executive compensation, tax and estate planning, etc.