Because financially stressed employees are NOT good for business.

  • 29% of Americans report concerns about "making ends meet"1
  • 53% of US workers are financially distressed2
  • 17% of eligible workers do not participate in their employer-sponsored retirement plans3
  • About 44% of Americans are not currently saving for retirement4                    

Sources: 1-2) PricewaterhouseCoopers Employee Financial Wellness Survey, 2017

3-4) Employee Benefit Research Institute, 2017

But, investing in your employees' financial well-being makes good business sense. 

  • 80% of employers state that financial wellness programs can increase worker engagement, which could be effective in improving employee productivity.

Source: National Foundation for Credit Counseling, 2017.

Financial literacy is at the heart of what we do as a firm. Our Financial Wellness Seminars give your employees the tools they need to make important decisions about their money and their retirement.

Our seminars cover a variety of different topics that affect your employees financially both on the job, and at home. All workshops have absolutely no cost to attend and are held on-site. They are typically held during normal work hours. All employees are free to attend as many or as few workshops as they wish. 

We offer comprehensive engagement, education, advice, transition services and resources that inspire your employees to take action toward saving for a healthy retirement. Our holistic approach connects the workplace benefits from the employer with the employees’ overall financial strategy – increasing benefit utilization, appreciation and overall loyalty.

Contact us about implementing a Financial Wellness Program at your company.

Thank you!

The Complete Financial Management Workshop

(presented in concurrent sessions) 

  • Risk Management

  • Cash Management

  • Investment Concepts

  • Tax Management

  • Retirement Planning

  • Estate Conservation


(one hour in length) 

  • College Planning     
  • Investment Basics
  • Estate Planning Basics
  • Financial Planning Basics
  • Advanced Estate Planning
  • Roth IRA Conversions
  • Retirement Basics 
  • Retirement Income Planning
  • Social Security
  • Retirement Savings 
  • Challenges for Women
  • Preparing for Long-Term Care
  • Special Needs Planning