Navigating Financial and Retirement Planning in Today’s Economic Landscape
Studies show that a majority of employees feel ill-prepared to meet their financial goals, especially those related to retirement. Offer your staff the opportunity to have their financial and retirement planning questions answered at our employee education workshop. It’s a win-win situation for the whole organization.
Our complimentary educational workshop can be customized to address your employees’ specific financial needs. It can be presented either on-site at your company’s location or remotely via Zoom and scheduled during the day or in the evening. This workshop is designed to focus on your employee benefits program and address key financial topics, including retirement planning, income planning, investments, taxes, healthcare, and estate planning.
Workshop Benefits
Customized content tailored to your company’s unique needs
A convenient location for you and your employees
No financial product or service sales pitch
Taught by fiduciary financial planning advisors
An opportunity for employees to schedule a complimentary consultation with a retirement planning professional to discuss their personal financial needs one-on-one
Benefits to employer:
Improve participation in your benefits program
Reduce employee stress, improve productivity, and increase morale
Reduce expenses by minimizing garnishments, 401(k) loans, and payroll advances
Position your organization as an attractive place to work
Benefits to employees:
Understand and take full advantage of their employer-sponsored retirement plan
Evaluate their current plan for retirement and ensure it’s on the right track
Determine the retirement distribution plan that best meets their needs
