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.