Employee Education

One of our distinguishing services is the emphasis we place on educating your workforce on retirement readiness.  We will schedule hour long education meetings with your employees early (before work), during lunch hour, after hours or during the day to meet your productivity needs and can educate your employees on a wide-range of financial topics.  We can also invite in legal, accounting, mortgage or other experts to speak to your employees about very specific or related topics.   Let us know what your staff wants to learn more about and we can customize education programs to meet your needs. 

Some of the most popular employee education topics are:

• Retirement Readiness—Have You Saved Enough?
• Understanding Investments and Allocation
• Understanding Equity and Bond Investing
• Planning for College Expenses
• Creating a Financial Plan
• Creating a Budget

Business Services

• Business Transitions
• Corporate Cash Management
• Company 529 Plans
• Employee Education
• Estate Planning
• Life Insurance
• Long Term Care  
• Key Executive Planning
• Retirement Plans
• Wealth Protection

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