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Worksite Educational Courses |
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Journey to Financial Success
Do you have your ‘financial house’ in
order? This class
helps employees overcome the financial ‘blind-spots’
that sabotage financial security.
Employees will learn how to calculate future
retirement needs and implement strategies to achieve
their goals.
Wills and trusts, taxes, company benefits, insurance,
investing - everything employees need to create a
holistic plan for financial life
Instructors click here for access to the class book |
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Estate Planning
Could you accidentally disinherit
your children or your spouse?
Don’t make the mistake of thinking that a
simple will solves any estate problem?
In this course, employees realize the living
tax advantages accomplished in strategic
estate planning.
In addition, this course guides employees through the
maze of estate planning issues with effective practical
low cost solutions.
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Planning for the Executive
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Financial Management for Women
Women today need to prepare for their
own financial security.
Sobering facts and statistics tell the story of
the ultimate survivors: women account for 75% of the
elderly poor.
Planning for women is critical.
This course provides suggestions and steps for
women, single or married, to protect themselves and
prepare for a successful financial life.
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