Employee Workshops

An exclusive "give-back" service we provide is teaching on-site educational financial wellness workshops for not-for-profit academic and medical institutions, as well as various for-profit corporations. In our fast-paced world, often one of a family’s biggest stressors or challenges can be money, their financial situation, or wondering if they’re heading in the right direction. The workshops we conduct are education-only and are designed to give a broad overview of personal finances. Employees are more productive when they are confident in their futures, particularly in the area of their finances at home. Financial topics included in our workshops often are:


  •     Finding Financial Balance

  •    The Six Key Areas of Capital Protection and Wealth Accumulation

  •    Tax Diversifying Your Retirement Income

  •    Becoming a More Successful Investor

  •    Strategies for Building a Better Future

Contact us today to schedule a complimentary initial meeting to learn how our workshops can help your employees more effectively and efficiently achieve their financial goals and objectives. We look forward to the opportunity to customize a program for your organization.

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