Corporate Education

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.