Private Classes for Organizations
We can offer comprehensive financial education programs for targeted groups of employees, including specific education around employee benefits. If you want to help your employees succeed in life, financial confidence is one key step.
Classes for the Public
We teach classes for adults which are designed to provide a basic crash course in retirement planning and financial planning. Covering a wide variety of topics, over about 8 hours with the included lab, we hope to give you the tools to be more successful at navigating the challenges of the retirement runway. We feel that educated investors have a better chance of making good decisions, whether they go it alone, or partner with a professional.
Customized Investment Education Consulting
If your company needs help formulating an education program related to your benefits package, and want help leveraging your available tools and resources, we are here to help.
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