The Complete Financial Management Workshop

workshop info hereWith personal bankruptcies at all-time highs, many financial professionals see a correlation between this problem and the lack of basic financial education. With nearly 76 million baby boomers nearing retirement, there has never been a more important time than now to help employees. Employers can now offer professional training to their company's greatest asset - their employees!

Who should attend this workshop?

This workshop is appropriate for newly hired employees at any point in their career. It is especially beneficial for employees who have never attended an extensive benefits training program or comprehensive financial planning workshop.

What does this workshop cover?

  • Keys to financial success
  • Financial planning principles
  • Risk management
  • Cash management
  • Investment planning
  • Social security benefits
  • Tax management
  • Retirement planning
  • Estate conservation
  • Investment strategies
  • Self-analysis quizzes

How will this workshop help your employees?

A recent survey completed by the Employee Benefit Research Institute has shown that many workers lack an understanding of how the financial world works. This workshop provides a well-rounded overview of core financial planning principles and provides employees with practical advice on managing their financial affairs. This workshop can be customized to include the full range of your company's benefits package.

Workshop Specifics:

This workshop is available in either a one-day or two-day format. It can also be customized to include the full range of your company's benefits package. Workshop cost will vary based on the length of the program, customization requests, and whether priced per session or per participant. The comprehensive workbook contains a very helpful resource section and a glossary of terms section.

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