Financial education

I love providing a multi-night financial workshop that teaches the basics of planning and savings. I talk about risk management and risk tolerance. We discuss financial terms and go more indepth about the plan you have chosen for them.

Along with the course, I provide a 222-page workbook that they can keep for future reference. It’s a critical step and a key piece in making the plan as successful as it can be. You might think that your employees wouldn’t have an interest. But are you sure? Just read what the surveys are saying. This financial education course that we offer might be the value add to help you retain and recruit the best employees.