Corporate Workshops

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The Complete Financial Management Workshop

The Complete Comprehensive Financial Management WorkshopAt least 20% of all workers in the U.S. are experiencing stress from poor financial decisions, negatively impacting their on-the-job- productivity. Organizations from all industries are responding to their employee's request for financial, investment and retirement training by providing worksite financial education led by industry professionals. This workshop empowers employees by providing practical advice and hands-on training toward an improved approach to managing their financial affairs.

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Taking Control: A Financial Management Workshop for Women

Taking Control: A Financial Management Workshop for WomenOnly 27% of women have completed a retirement savings calculation, 45% of women over age 65 are widows, and 75% of nursing home residents are women. The majority of married women will spend many years managing their resources on their own with very little training. This workshop is packed with information essential for women wanting to understand how to deal with the unique financial issues they will be facing. Formatted with a woman's needs in mind, this program covers the six keys to financial management-Cash Management, Risk management, Investment Planning, Tax Planning, Retirement Planning, Estate Planning and other concerns women often face.

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Passport To Retirement

Passport To RetirementEvery employee should be prepared for one of the biggest transitions in their life, retirement! The average American spends 12 hours each month selecting clothes but only 45 minutes planning for retirement. (USA Today) This workshop will help prepare employees for this eventuality by teaching them to ask the right questions and by providing the right answers. An employee who believes they cannot afford to retire is often one of the most expensive employees on the payroll. Educating people years in advance for this event is the solution. In this way, both employers and employees are winners!

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Guide to Your 401(k)

Guide to Your 401(k)With almost 50% of the retirees in the country reporting they are on the verge of experiencing a decline in their retirement lifestyle, this workshop will illustrate the appropriate use of your companies 401(k) plan. Employees will be helped to understand why they need to participate in the 401[k], how it works for them, how much to contribute and how to allocate investment choices that reflect their own tolerance for risk and return. This workshop can be added to any of the comprehensive financial planning programs and can be customized to reflect your companies unique 401[k] program.

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Guide to Your 403(b)

Guide to Your 403(b)Assessing our financial needs, reviewing our investment options and making the most of a 403(b) plan has given employees the power to change their future. With any employee benefit, understanding your options are the keys to a successful financial future and those golden retirement years. This workshop is designed for employees to get the most out of their 403(b) plan. It can be added to any of the comprehensive financial planning programs and can be customized to reflect your organizations unique benefit program.





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Long-Term Care Workshop

Long-Term Care WorkshopLong-Term care has been a financial and retirement issue for many years. With 76 million baby-boomers moving toward retirement, exploring this issue now may be the most prudent step to take. This workshop discusses questions such as, what is long-term care, what is the cost now and in the future? What are the planning options for protecting ourselves from the financial consequences of Long-Term Care? Many firms have added Long-Term Care Insurance to their benefit plans and employees need to understand why. This workshop can be added to any of the comprehensive financial programs.





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