Literacy and Education

Your financial future doesn’t have to be complicated.

We are here to provide literacy programs for your retirement planning and strategies that seek to build, or rebuild, your financial needs. We’ve designed a series of lunch & learns (or breakfast briefings) and can customize workshops to help employers and employees feel more confident about the retirement planning process and plans they elect.

An owner or CFO of a mid-size business, or human resource director of a large corporation, or executive director of a non-profit, your business and its employees have unique needs. Not only are you planning for the future of your business, but you are planning for the future of your employees. Your employees are the reason for your success. Planning for their financial future with effective Corporate Retirement Planners doesn’t have to be difficult.

Lunch & Learn Topics
  • Understanding 401K Plans – IRA’s – Pensions
  • Budgeting is a Necessity
  • Estate Planning
  • Financial Blunders & Protections
  • Financial Literacy – 1 – 2 – 3
  • Financial Planning Basics
  • First Time Home Buying
  • Investing Basics
  • 9 IRA Mistakes
  • Understanding Credit Reports & Scores
  • Understanding IRAs
  • Wills, Trust & Power of Attorneys
  • Your Financial Future
  • “Customize A Workshop”

Let’s Get Together for a Lunch & Learn


Quarterly Workshops

Designed Specifically for Business Owners

The format is typically a 2 – 2 ½ hour period, with domain expert/guest speaker, peer-to-peer networking. Up to 10 companies per session.

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