Financial Literacy Workshops | Barnum Financial

As an employer, it’s in your best interest to help your employees learn how to manage their money. Our programs provide employees the information they need to make critical financial decisions. We offer a range of educational packages, each run by a team of our professional advisors, to help educate employees and provide them with the necessary tools to better understand their current financial position.

FINANCIAL EDUCATION WORKSHOPS

Financial education should be an essential component of any comprehensive benefits package. The SKG Team can help provide your employees with objective financial and retirement education. We offer a customized suite of on-site workshops and consultations, which range from comprehensive four-week symposiums to one-day workshops.

Early-Career

Investing 101

Smart Money Moves in Your 20s & 30s

Managing Credit and Spending

The Roth Advantage in Your 20s & 30s

Understanding Life & Disability Insurance

Mid-Career

Estate Planning

Investing 201

Planning for College

Tax Strategies: Less Taxing, More Fulfilling

Pre-Retirement

Get Retirement Ready

Preparing to Care for an Aging Parent

Parent Retirement Income Planning

Smart Money Moves in your 40s, 50s, and 60+

Understanding Retirement Healthcare

Understanding Social Security

Specialty

Employment Transition: Preparing for Change

Making Sense of the Roth IRA

Marriage Equality: Decision Making for the LGBTQ+ Community

Understanding HSAs

Women and Investing

EXECUTIVE SUITE SERVICES

Our Executive Concierge program provides a range of financial services to your executives and highly compensated employees. The SKG Team designs custom, value-added programs such as specialized workshops, personal consultations, and a customized Personal Financial View website.

MetLife administers the PlanSmart program, but has arranged for specially-trained third party financial professionals offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing PlanSmart through MetLife.MML Investors Services LLC is not affiliated with MetLife.

Your Future

Our priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of the SKG Team’s foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products.

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