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Work-Site Financial Education

Sponsor A Workshop

By sponsoring a financial education workshop, your organization can bring value to the people it depends on for success. Participating in a financial education workshop can be integral part of the process that helps people take control of their individual situations. People often bring the stress of their financial lives to the workplace which can reduce productivity. Our goal is to offer generic financial education that will motivate the participants to improve their financial health and take the action steps required to implement their plans. Through education, financial stress can be greatly reduced thus helping to improve productivity throughout your organization.

Our workshops can be customized to meet the individual needs of your organization. You can offer a complete program on personal financial management, or focus on a specific topic, such as investment strategies, college funding or estate preservation. Our workshops can be presented in either one-hour or three-hour classes, whichever works best for your organization. Some groups prefer to offer the workshops in one-hour lunch time segments. Others prefer to offer them after work hours, so that spouses can be included.

Benefits to Your Organization

  • High-value employee / member benefits
  • Goodwill / may help increase loyalty to organization
  • May help increase employee productivity
  • Explanation and endorsement of existing employee benefits, if applicable
  • Focus on your needs and benefit programs

Benefits to Participants

  • Comprehensive and valuable workbook
  • Money management skills
  • Goal-setting strategies
  • Tools for financial stability that will last a lifetime
  • Easy-to-understand information
  • Better understanding of company provided benefit plans
  • Entertaining and educational program
  • No-obligation complimentary consultation to discuss personal concerns

Everyone Benefits:

  • Qualified and experienced speaker
  • Well-designed generic materials
  • Flexibility of topics, times, and length of sessions
  • Non-selling, generic educational approach
  • High-quality program

Comprehensive Workshops

Our Comprehensive workshop is a 3-6hr course covering a wide array of financial topics that will help attendees improve their financial decision making ability.

  • Life Planning for Retirement
  • Retirement Needs & Expenses
  • Retirement Roadblocks & Mistakes
  • Retirement Income Sources
  • Retirement Plan Distributions
  • Investments
  • Risk Management & Asset Protection
  • Estate Planning

Topic-Specific Workshops (1 hr)

  • Asset Allocation
  • Retirement Investment Strategies
  • Charitable Giving
  • Investment Fundamentals
  • Planning for Retirement
  • Retirement Income Strategies
  • Strategies for Business Owners
  • Financial Strategies for Women
  • Retirement Plan Distributions
  • Estate & Legacy Planning
  • Risk Management
  • Financial Management
  • College Funding
  • Tax Strategies
  • Protecting your Income
  • Planning for Long-Term Care

For any additional information or to schedule a consultation contact:

Jessica Jennings

Phone: 732-751-3056  |  Fax: 732-751-0249