Employee Education Workshops

Let Us Help Your Employees at Absolutely No Cost to You

Your goal is to find and retain top-notch employees who contribute productively to your bottom line. Each of your employees has a goal of building financial security for the future. Our goal is to ensure that you are both successful. Our FREE financial workshops give you the opportunity to strengthen your team’s skills, boost morale and offer them valuable, vital information. Ours is a moneycentric society and the reality is that many of us grew up without the fundamental skills needed to prosper into retirement and beyond. We may have taken economics, math, and maybe even a course or two in finance.

But few of us have been trained in critical skills such as money management, budgeting, estate planning, retirement planning and surviving during a recession. Combine this overwhelming lack of knowledge with a barrage of media messages insisting we need a newer car, a bigger house and designer dog food in order to “keep up with the Joneses” and it’s no wonder so many Americans are facing financial ruin. But who has the energy to pursue an economic education when simply staying afloat is all-consuming?

We share the common goal of fighting financial Illiteracy, gaining community exposure and empowering through

Strengthen morale
Provide detailed, practical information
Help reduce employee turnover
Satisfy ERISA 404c requirements
Show your employees you are invested in them

Have you always wanted to learn how to make your money grow but don’t know where to start. Learn how to design a personal plan, avoid common scams and understand the benefits of starting now rather than later.

Are you concerned about your retirement and saving enough for your golden years? Learn more about the options you have and how to create a financial blue print to put you on the right path.

Understanding the importance of financial planning.
Creating the right plan for you can help you reach your life goals. The value of working with a trusted expert and importance of protection and wealth accumulation.

It’s so easy to make financial mistakes but no one teaches us quite how to fix them. Learn how to handle bankruptcy, the right steps towards rebuilding your credit and how keep yourself out of the “red” zone.

Think it’s only for the rich? Think again! Understand why you might need one, what is covered in the plan and how to offer protection to your children and family, even if you’re not here.

How smart are your goals? This workshop covers it all! Setting goals, budgeting, having an emergency fund, insurance, using credit, investing, tax planning, saving for college, retirement planning, & even estate planning!

How to avoid the biggest 9 mistakes people make with their IRA’s. The importance of understanding why IRA’s are valuable. How to maximize the amount of money you leave your heirs.

Have you thought about opening an IRA but don’t know which one is right for you? We’ll help you understand what your options are, the benefits of each one and the advantages of tax deferral.

Do you worry about how to pay for your child’s college expenses but don’t know where to start?
Get some tips on when to start, your options for savings and just how much money will it take.

Are you living paycheck to paycheck and worry about future finances? Learn how to track your spending, understand the difference between wants vs. needs and the first steps in gaining control of your financial destiny.


Does this cost money?

We do not charge for any of the workshops that we do. The goal is to provide free education.

Why do you do this for free? What’s in it for you?

Our expert speakers conduct workshops as a way to give back to the community while
increasing exposure and building their own professional networks.

Are you selling anything?

All of our expert speakers have signed a legally binding agreement which states that they are
absolutely forbidden to sell anything of any kind at the workshop or even talk about a specific
financial product.

Where do you do the workshops?

Our workshops are usually done on site, either in a conference room, break room or
a suitable space that will be acceptable to everyone.

Are we able to meet with the speaker in advance before scheduling a workshop?

Absolutely. Once you decide that you might want to offer our service to your employees, we
will send the member out to meet with you to explain your options and answer any questions.
This meeting typically takes about fifteen minutes.

Can we review the workshop courses and material to help us evaluate?

Of course! We will be happy to provide you with anything you need to help you make the
decision that’s best for your group. You can either contact the member you are working with
directly or contact our corporate office at the number listed on our website.

If our employees have questions or concerns after the workshop but wish to do so privately, can you help?

Yes. We offer all participants a free private consultation at their leisure if they have any
additional questions or concerns.