Broker Check

Financial Education

The Challenge

Our firm recognizes that both employers and employees face many challenges in today's dynamic economic environment.

  • Human Resource and Benefits professionals are challenged to provide quality benefit programs while also controlling the costs associated with those benefits.
  • Employees are faced with more and more choices, and it has become increasingly difficult for them to make financial decisions for their families.

Our Approach

We use an educational approach to help employees make informed financial decisions through educational workshops and holistic guidance on a number of important financial issues including: retirement, college funding, financial management, estate conservation and investment fundamentals.

Workshop Topics

  • Retirement income planning
  • College education planning
  • Financial Management
  • Investment Fundamentals
  • Protection planning
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Strategies
  • Advanced investing strategies