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Corporate Education

Financial Education Workshops

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.

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.

Sample Workshops

Early-Career

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

Mid-Career

  • Estate Planning
  • Investing 201
  • Planning for College
  • Tax Strategies: Less Taxing, More Fulfilling
Pre-Retirement

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

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

We Want to Hear From You

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