Corporate Education Services

Our Corporate Education Services program is an initiative we are particularly passionate about. At a time when more Americans are retiring than ever before, plan sponsors continue to express growing concern about how prepared their employees really are for life in retirement.

That’s where we can help. Our Corporate Education Services Program enables plan sponsors and their participants to leverage our years of experience educating individuals preparing for and entering retirement.

Plan Sponsor Benefits:

  • Helps to fulfill your requirements and manage liability under established ERISA guidelines
  • Education meetings are conducted by experienced, credentialed independent advisors and financial planners adept in retirement accumulation and retirement income planning
  • Your employees receive the in-depth education and guidance needed to better understand, appreciate and fully participate in their retirement plan benefit
  • Employees are provided access to the education and tools required to become better and more responsible stewards of their financial lives which may help increase plan contribution and deferral rates while reducing plan loan activity, in-service distributions and other behaviors that can have negative consequences for the plan and individual participants
  • Employees appreciate the convenience of on-site access to quality financial education provided by their employer

Plan Participant Benefits:

  • Employees and plan participants gain access to experienced advisors and educators who are able to answer even their most complex questions
  • Employees are empowered and better prepared to handle any financial challenges they may encounter in the future
  • Workshops cover a broad range of financial topics, including retirement savings, understanding investments and asset allocation, budgeting, debt management and more, helping participants to:
    • Gain a realistic perspective on their income needs in retirement
    • Establish savings goals
    • Take action steps toward pursuing their goals
    • Create a budget that supports their lifestyle and savings goals
    • Understand strategies for managing debt

Classes and Workshops

We offer two, four-part investment classes:

The Complete Financial Management Workshop

The Complete Financial Management Workshop provides a comprehensive overview of an individual’s financial lifecycle, including but not limited to:

  • Risk Management
  • Cash Management
  • Investment Concepts
  • Tax Management
  • Retirement Planning
  • Estate Conservation

Financial Strategies for a Successful Retirement

The Financial Strategies for a Successful Retirement focuses heavily on the retirement planning process, providing in-depth guidance in the areas of:

  • Goal Planning
  • Accumulation Strategies
  • Distribution Planning
  • Risk Planning (including Health Care and Long-Term Care Planning, and Estate Planning)

Lunch and Learn Workshops

We also offer topical “Lunch and Learn” workshops, enabling us to provide more in-depth education on specific topics of importance to you and your employees, including but not limited to:

  • Investments 101
  • Understanding Social Security
  • Understanding Life Insurance
  • Transitions in the Workplace
  • Asset Allocation
  • Retirement Income Planning
  • Distribution Planning

Employee Advice