Your goal is to find and retain top-notch employees who contribute productively to your company’s bottom line. Many business owners understand and appreciate the value of financial education but think that setting up an effective program is a daunting task that will take too much time.

We do the heavy lifting for you, and we do it for FREE. Our educators work with you to analyze the needs of your workforce, conduct classes, and follow up with employees. Our customer service department will create custom surveys, collect data, and answer any questions you have. All we need from you are times and places to conduct the trainings; we take care of everything else. 

It’s likely that each of your employees has a goal of building financial security for the future. Unfortunately, many of us grew up without the fundamental skills needed to properly plan for retirement or life’s other major milestones such as buying a car, purchasing a home, or putting our kids through college. We may have taken economics, math, and maybe even a course or two in finance, but few of us have been trained in critical areas such as money management, budgeting, investment strategies, or estate and retirement planning. 

Combine this overwhelming lack of knowledge with a barrage of media messages insisting we need a newer car, a bigger house, and designer dog food in order to “keep up with the Joneses” and it’s no wonder so many Americans are facing financial difficulties. But who has the energy to pursue an economic education when simply staying afloat is all-consuming? This is where we come in. Our workshops give your employees the opportunity to strengthen their skills and offer them valuable, vital information at no cost to them or your company.