Our workshops are designed to last 30-45 minutes so that employees can attend during their lunch break and mitigate the impact on their work. Workshops are virtual at this time.
Please use our secure contact form to ask questions or to schedule your workshop today.
Topics our workshops cover include but are not limited to:
Financial Tools
- Budgeting
- Money Services, Cards, Accounts, and Loans: Finding What Works for You
- Tracking and Managing Income and Benefits
- Understanding Credit Reports and Scores
Building Your Financial Foundation
- Dealing With Debt
- Financial Blunders and Protection
- Financial Literacy
- Getting Through the Month
- Paying Bills and Other Expenses
- Saving for Emergencies, Bills, and Goals
- Setting Goals and Planning for Large Purchases
- Take Control of Your Auto Loan
Financial Planning – Beginner
- Financial Planning Basics
- Investing Basics – Part 1
- Protecting Your Money
- Retirement Basics
- Retirement Income Planning
Financial Planning – Intermediate
- 401(k) Plans – IRA’s – Pensions
- An Introduction to Annuities
- Estate Planning Basics
- First Time Home Buying
- Investing Basics – Part 2
- IRA Mistakes
- Social Security
- Understanding IRA’s
- Your Employment – Sponsored Retirement Plan
Financial Planning – Advanced
- Advanced Estate Planning
- Roth IRA Conversions
- Variable Annuities
- Wills, Trusts, and Power of Attorneys
Specialized Planning
- Business Continuation Planning
- Planning for Long-Term Care
- Retirement Savings Challenges for Women
- Special Needs Planning
- Women and Money
