Broker Check

Corporate Education

Client Centered

As an employer, it’s in your best interest to help your employees learn how to manage their money. It’s also an enormous benefit for them. By educating employees and providing them with tools necessary to better understand their current financial position, they can build a sound financial future. We understand that financial literacy has the power to change lives. Our programs provide employees the information needed to make critical financial decisions. We offer a range of educational packages, each run by a team of our professional advisors, which can be customized to meet the unique needs of your workforce.

Financial Education Workshops

Financial education has become an essential component of any comprehensive benefits package. We can help you provide your employees with objective financial and retirement education with a customized suite of on-site workshops and consultations. We offer anything from a comprehensive four week workshop to a one day topical workshop based on a specific topic of interest.

Executive Suite Services

Our Executive Concierge program can provide a range of solutions to your executives and highly compensated employees. From specialized workshops to their own customized Personal Financial View website designed to help them see their complete financial picture to personal consultations, we can put together a value-added program for your key employees

Offerings Include:

Investing 101
Smart Money Moves In Your 20’s & 30’s
Managing Credit and Spending
The Roth Advantage In Your 20’s & 30’s
Understanding Life & Disability Insurance

Investing 101

Smart Money Moves In Your 20’s & 30’s

Managing Credit and Spending

The Roth Advantage In Your 20’s & 30’s

Understanding Life & Disability Insurance

Estate Planning
Investing 201
Planning for College
Tax Strategies: Less Taxing, More Fulfilling

Estate Planning

Investing 201

Planning for College

Tax Strategies: Less Taxing, More Fulfilling

Get Retirement Ready
Preparing to Care for an Aging Parent
Retirement Income Planning
Smart Money Moves in Your 40’s, 50’s, 60’s and Beyond
Understanding Retirement Healthcare
Understanding Social Security

Get Retirement Ready

Preparing to Care for an Aging

Parent Retirement Income Planning

Smart Money Moves in Your 40’s, 50’s, 60’s and Beyond

Understanding Retirement Healthcare

Understanding Social Security

Employment Transition: Preparing for Change
Making Sense of the Roth: Is it Right for You?
Marriage Equality: Decision Making for the LGBT Community
Understanding Health Savings Accounts
Women and Investing

Employment Transition: Preparing for Change

Making Sense of the Roth: Is it Right for You?

Marriage Equality: Decision Making for the LGBT Community

Understanding Health Savings Accounts

Women and Investing