Financial Workshop Services
You set a time and let us handle the rest
Your financial wellness road map is just a phone call away.
Addressing the evolving workplace
Currently, we provide both in-person and virtual sessions. The advantage of in-person workshops is better employee interaction. However, we understand that many offices have switched to remote or hybrid models. To more efficiently educate a large group, our virtual sessions remain very popular. These are often the best option for companies with offices throughout the U.S. Like our in-person workshops, our virtual sessions are live and engaging workshops designed for active participation from all who attend.
Our services
Classroom Style
Lunch & Learn Workshops
Whether on-site or on-line, we present workshops on a variety of key financial topics, including the ins and outs of tax-favored investments, retirement planning, tax reduction, estate planning and more in a classroom setting to encourage active participation.
Personal Education sessions
We provide the option for a 60-minute individual education session for any workshop attendee interested in diving deeper into the information we present and how it can be applied to their personal financial situation.
We believe it’s important for individual employees to be able to ask questions and discuss content further in a professional, non-solicitation environment.
Smooth Transitions Workshops
Job Transitions: We offer instruction on the financial impacts of job transition, whether it be into or out of the current organization.
Life Transitions: We guide educational discussions around the topics of pension, retirement, and income options, including tax implications. Support with short-term and long-term planning is provided.