In addition to our one-on-one planning and counseling, many of our corporate clients find it effective to offer financial planning services to several employees at the same time. Our educational seminars and workshops are presented by an Advisor and can be offered in single or multiple sessions.

Content is always current and presentations can be tailored to meet your company's needs.

In addition to the topics covered in our financial planning modules, we can develop custom combinations that cover a number of topics in one session.

Some of our most popular issue specific workshops include:

Retirement Counseling Seminars
This seminar includes a review of retirement options, with the primary focus being on income tax and investment planning, customized to reflect a company's employee benefit package.

Termination Counseling Seminars
This workshop format course is tailored to address the specific termination benefits the company is offering to employees. Other topics covered include insurance, tax and investment planning.

There are several benefits of group seminars for your employees:

• They obtain independent advice from experienced seminar leaders.
• The focus is on the specific benefits offered by your company
• Detailed, relevant hand-out material may be provided, as appropriate
• They put participants in a better position to maximize the advantage of the benefits available to them.

More about Termination and retirement counseling...