Financial Wellness Workshops
Beyond the Basics with Investments
Employees will learn about the basics of stocks, bonds, mutual funds, target date funds, asset allocation, diversification, dollar cost averaging, and other concepts that will provide clarity and education to help with retirement planning.
Budgeting Essentials
Learn about essential tips for budgeting that will bring new awareness to spending habits and encourage steps to take control of your finances.
Understanding Social Security
Attendees will gain a better understanding of how Social Security retirement benefits works. We will discuss how to qualify, how benefits are calculated, paid, and other insightful content will be shared, leaving employees more confident and informed.
Debt Management
Assist employees in discovering strategies to manage both short-term and long debt, offering actionable items tailored to their circumstances to promote effective debt reduction.
Transition Meetings
This seminar informs employees of upcoming provider changes and plan enhancements. We will discuss any blackout dates, changes, and any action items required, such as re-enrollment and online registration. A brief overview of the plan design will also be reviewed.
Medicare Basics
Learn about what Medicare is, eligibility requirements, parts A, B, C, and D, supplemental options, resources available, and more.
If your topic is not listed here, please let us know what you're looking for as we can tailor presentations to meet your needs on most financial topics.