Educating employees is an essential part of implementing your benefits plan, as well to ensure ongoing understanding and appreciation. Financial matters can be confusing to anyone, and our goal is to make sure your employees understand and appreciate the benefits your organization is providing.
We offer a range of workplace seminar topics including:
Your Benefits Plan
Your Retirement Savings Plan
Sources of Retirement Income
How to Develop an Investment Strategy
Estate Planning
Choose the formats that best work for you – group sessions, lunch and learns, web-casts or web learning. These seminars give employees the opportunity to ask questions, reducing the chance of any misunderstanding or confusion.
Contact us to get started!