Many retirement plan recordkeepers and providers either don’t want to dedicate their resources to deliver workshops or are only willing to offer these services to support the sales of the proprietary products they are selling. We offer conflict-free financial wellness and retirement plan education workshops tailored to your employee benefits offerings.
Offerings available at a flat fee of $200 per hour long meeting or $1,500 per day
Guidance to help your team members cultivate wise money habits, find financial peace of mind, and establish lasting financial health
Advice to assist employees of all ages adequately save for retirement and prepare to transition from full-time work
Personal meetings with your employees to help them make the most of their benefits and offer financial advice specific to their circumstances
If you'd like to learn more about what we offer or how we can tailor our workshops to your benefits plan, reach out to chat with us.