Employee Workshops

A valued business service we provide is teaching educational workshops for organizations of any size. In our fast-paced world, often one of a family’s biggest stressors and challenges can be money, their financial situation, or wondering if they’re heading in the right direction. The workshops we conduct are education-only and are designed to give a broad overview of personal finances. Employees are more productive if they feel more confident in their futures, particularly in the area of their finances at home. Here are just a few components of what may be included in a workshop:
 
  •    Introduction of the Macro Asset Perspective® (MAP™)
  •    A Financial EKG demonstration to view one’s financial health
  •    The “Wonder” of Tax Deductible Investing
  •     An explanation of Annual Asset Reallocation
 
Contact us today if you would like to schedule a complimentary consultation to learn how our workshops can bring added value to your business and employees. We look forward to the opportunity to customize a program for you and your organization.