Sample Seminar Agenda

Group of people at seminar
Our financial wellness seminars are designed to equip your employees with the knowledge and confidence they need to plan for their financial futures. Here’s a sample agenda to give you an idea of the valuable insights and strategies we cover.
  • Introduction to Financial Wellness
    • An overview of the seminar, highlighting the importance of financial planning.
  • Retirement Planning Basics
    • Exploring how to set realistic retirement goals and prepare for a comfortable retirement.
  • Maximizing Employer Benefits
    • In-depth guidance on making the most of 40(k) plans, pensions, and other employer-sponsored benefits.
  • Investment Strategies
    • Discussing investment options, asset allocation, and long-term financial growth.
  • Q&A Session
    • An open forum for employees to ask questions and seek personalized advice.
Our seminars can be customized to address the unique needs of your team, whether it’s a focus on early retirement planning, understanding social security benefits, or tailored investment strategies.

Ready to bring financial wellness to your team?

Contact us today to discuss how we can tailor a seminar to benefit your employees.
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