Need Some help?
You want the best for your employees, but you have a lot on your plate and recently, you have been asked to do more than ever before.
Hire a professional to train and educate your employees to save you time and make even the toughest employees happy. I have helped clients achieve:
- 100% enrollment in the company retirement plan.
- 95% of participants reporting increased appreciation of company benefits.
- 100% retention rates.
Take this opportunity. Employees stuck at home are saving more than ever. With the right plan this could put them on a better track FOR LIFE.
the help you need
I offer employee education and training that is customizable to your unique environment and needs, Additionally, I can support HR leaders provide new hire and ongoing employee education. If you are short staffed or pulled in too many directions, I am a great and immediate solution to your problems.
available virtually and in-person
customizable for you
What customers say
Past and Present Clients Include:
I have had the distinct pleasure of working with some amazing companies companies across the country including:
Popular TOPICS include:
Live webinars, in-person impactful group education, and individual conversations on the topics your employees need including:
- Financial Wellness
- Financial Foundations
- Money Mentality
- Financial Independence
- Getting Started
For those who are already working and saving, content and conversations focused on balancing conflicting needs and making money a family conversation:
- Marriage and Money
- Life Crafting
- Supporting Loved Ones
- Advanced Investing
Ready to retire
Before retiring, it is important to look at the numbers and inform your decisions. Help your employees stay or leave with confidence that the time is right:
- Ready to Retire
- Withdrawal Strategies
- Social Security