Educational Services

Empirical evidence tells us that employees who are financially savvy are more productive, and keeping productive employees is a top priority for successful organizations. We have developed a curriculum of financial planning workshops that will help your employees gain a better understanding of their financial situation and begin the journey to better financial health.

Education is a pre-requisite to an individual's ability to make optimal financial decisions. Our educational services program is comprehensive; attending one or more of our workshops will help your employees increase their "Financial IQ" - which will positively influence your organization's workforce productivity. Organizations can pick from a complete array of sessions to choose the ones that best fit their employee demographic.

Program goals include:

• To both educate and motivate employees to improve their financial situation,
• To provide a resource for the participants to take action, since advice only matters if it is implemented,
• To make your employees more productive by helping them understand the control they can have over their financial situation,
• To help you retain productive employees.

Our curriculum is comprised of these sections

If you would like more information or free consultation with a specialist, please provide us with your contact information:

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