Worksite Seminars

Financial education: Financial education is in demand. It may the most valuable benefit you can provide to the people in your organization. Whether you are a decision maker at a company, educational institution, professional association, or civic group, we believe you will find a worksite financial seminar to be a valuable addition to your employees benefits.


The need for Retirement Planning: People recognize the need to make good financial decisions to prepare for their future. The benefits of providing formal financial education are wide ranging. Many employees do not fully realize their own retirement plans potential. Too many 401k plan participants fail to take full advantage of their plan simply because they do not understand it. By providing financial education in your workplace, your organization could realize an increase in overall employee benefit participation. Perhaps even more importantly, by providing a financial seminar you could be satisfying most, if not all of your ERISA Section 404(c) requirements.


Associations and Organizations: The Passport to Retirement workshop will enhance membership. It will help you attract and maintain members. Our workshops will provide added value to belonging to your organization.


For information on how you can take advantage of this service please contact us.