Corporate Education Program

Running a business is no easy task.  In addition to the many responsibilities to clients, customers and business operations there is a duty to your employees, and providing value to them as well.  After all, the saying 'happy cows, better milk" does resonate with some truth.

We've developed a program to help you, as a business owner provide an enormous benefit to your employees, a corporate education program focused on financial literacy.  

Highlights of the program:

  • A general session regarding financial topics such as retirement and education savings.
  • One on one sessions for employees to discuss individual questions they may have.
  • A review of the corporate retirement plan for opportunities to increase efficiency and reduce cost.
  • Improve employee retention and recruiting with additional benefits to your staff.
  • Deductible business expense.
  • Absolutely no product sales or solicitations.
  • Access to a Certified Financial Planner



Want to learn more?  

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